River Wealth Advisors’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
$5M Sell
28,729
-1,254
-4% -$218K 0.62% 45
2025
Q1
$6.01M Buy
29,983
+573
+2% +$115K 0.84% 34
2024
Q4
$5.25M Buy
29,410
+37
+0.1% +$6.6K 0.7% 38
2024
Q3
$4.35M Buy
29,373
+2,639
+10% +$391K 0.58% 47
2024
Q2
$3.44M Buy
26,734
+2,981
+13% +$384K 0.49% 56
2024
Q1
$2.66M Buy
23,753
+5,010
+27% +$561K 0.39% 69
2023
Q4
$1.63M Buy
18,743
+2,978
+19% +$259K 0.26% 86
2023
Q3
$1.35M Buy
15,765
+1,662
+12% +$142K 0.24% 93
2023
Q2
$1.07M Buy
14,103
+6,241
+79% +$475K 0.18% 112
2023
Q1
$574K Buy
+7,862
New +$574K 0.1% 139
2017
Q2
Sell
-3,624
Closed -$217K 160
2017
Q1
$217K Buy
+3,624
New +$217K 0.11% 147