SWM
Segment Wealth Management’s Targa Resources TRGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
60,851
+1,920
| +3% | +$334K | 0.67% | 53 |
|
|
2025
Q1 | $11.8M | Buy |
58,931
+3,603
| +7% | +$722K | 0.8% | 47 |
|
|
2024
Q4 | $9.88M | Buy |
55,328
+53,389
| +2,753% | +$9.53M | 0.67% | 56 |
|
|
2024
Q3 | $287K | Buy |
+1,939
| New | +$287K | 0.02% | 226 |
|
|
2015
Q4 | – | Sell |
-4,903
| Closed | -$253K | – | 168 |
|
|
2015
Q3 | $253K | Buy |
4,903
+210
| +4% | +$10.8K | 0.1% | 136 |
|
|
2015
Q2 | $419K | Hold |
4,693
| – | – | 0.15% | 106 |
|
|
2015
Q1 | $450K | Buy |
4,693
+2,450
| +109% | +$235K | 0.15% | 106 |
|
|
2014
Q4 | $238K | Sell |
2,243
-902
| -29% | -$95.7K | 0.09% | 136 |
|
|
2014
Q3 | $428K | Buy |
3,145
+1,418
| +82% | +$193K | 0.16% | 109 |
|
|
2014
Q2 | $241K | Buy |
+1,727
| New | +$241K | 0.09% | 154 |
|