Lee Financial’s Targa Resources TRGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,000
| Closed | -$401K | – | 152 |
|
|
2025
Q1 | $401K | Sell |
2,000
-2,607
| -57% | -$523K | 0.06% | 107 |
|
|
2024
Q4 | $822K | Hold |
4,607
| – | – | 0.12% | 92 |
|
|
2024
Q3 | $682K | Buy |
4,607
+1,501
| +48% | +$222K | 0.1% | 100 |
|
|
2024
Q2 | $400K | Hold |
3,106
| – | – | 0.07% | 108 |
|
|
2024
Q1 | $348K | Hold |
3,106
| – | – | 0.06% | 110 |
|
|
2023
Q4 | $270K | Hold |
3,106
| – | – | 0.05% | 118 |
|
|
2023
Q3 | $266K | Hold |
3,106
| – | – | 0.05% | 114 |
|
|
2023
Q2 | $236K | Hold |
3,106
| – | – | 0.04% | 121 |
|
|
2023
Q1 | $227K | Sell |
3,106
-114
| -4% | -$8.32K | 0.04% | 120 |
|
|
2022
Q4 | $237K | Hold |
3,220
| – | – | 0.04% | 135 |
|
|
2022
Q3 | $194K | Buy |
3,220
+35
| +1% | +$2.11K | 0.04% | 146 |
|
|
2022
Q2 | $190K | Buy |
3,185
+79
| +3% | +$4.71K | 0.03% | 147 |
|
|
2022
Q1 | $235K | Hold |
3,106
| – | – | 0.04% | 137 |
|
|
2021
Q4 | $162K | Buy |
3,106
+107
| +4% | +$5.58K | 0.03% | 154 |
|
|
2021
Q3 | $148K | Buy |
2,999
+203
| +7% | +$10K | 0.03% | 158 |
|
|
2021
Q2 | $124K | Buy |
2,796
+460
| +20% | +$20.4K | 0.03% | 165 |
|
|
2021
Q1 | $74K | Buy |
2,336
+198
| +9% | +$6.27K | 0.02% | 204 |
|
|
2020
Q4 | $56K | Hold |
2,138
| – | – | 0.01% | 201 |
|
|
2020
Q3 | $30K | Buy |
2,138
+298
| +16% | +$4.18K | 0.01% | 276 |
|
|
2020
Q2 | $37K | Buy |
+1,840
| New | +$37K | 0.01% | 229 |
|
|
2020
Q1 | – | Sell |
-1,159
| Closed | -$47K | – | 515 |
|
|
2019
Q4 | $47K | Hold |
1,159
| – | – | 0.01% | 196 |
|
|
2019
Q3 | $47K | Hold |
1,159
| – | – | 0.01% | 197 |
|
|
2019
Q2 | $46K | Buy |
+1,159
| New | +$46K | 0.01% | 209 |
|
|
2018
Q3 | – | Sell |
-638
| Closed | -$32K | – | 700 |
|
|
2018
Q2 | $32K | Hold |
638
| – | – | 0.01% | 292 |
|
|
2018
Q1 | $28K | Buy |
+638
| New | +$28K | 0.01% | 311 |
|