Sequoia Financial 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
$1.03M Buy
5,926
+1,235
+26% +$215K 0.01% 668
2025
Q1
$940K Sell
4,691
-99
-2% -$19.8K 0.01% 635
2024
Q4
$855K Buy
4,790
+200
+4% +$35.7K 0.01% 623
2024
Q3
$679K Buy
4,590
+815
+22% +$121K 0.01% 655
2024
Q2
$486K Sell
3,775
-2,635
-41% -$339K 0.01% 698
2024
Q1
$718K Buy
6,410
+2,380
+59% +$267K 0.01% 576
2023
Q4
$350K Buy
4,030
+1,162
+41% +$101K ﹤0.01% 859
2023
Q3
$246K Buy
2,868
+38
+1% +$3.26K ﹤0.01% 769
2023
Q2
$215K Sell
2,830
-398
-12% -$30.3K ﹤0.01% 839
2023
Q1
$235K Buy
3,228
+10
+0.3% +$730 0.01% 708
2022
Q4
$237K Buy
+3,218
New +$237K 0.01% 667
2014
Q4
Sell
-2,609
Closed -$355K 172
2014
Q3
$355K Hold
2,609
0.25% 103
2014
Q2
$364K Sell
2,609
-2,868
-52% -$400K 0.28% 87
2014
Q1
$544K Sell
5,477
-1,600
-23% -$159K 0.45% 64
2013
Q4
$624K Buy
+7,077
New +$624K 0.52% 56