SWA
SFMG Wealth Advisors’s Targa Resources TRGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Hold |
3,131
| – | – | 0.04% | 145 |
|
|
2025
Q1 | $628K | Hold |
3,131
| – | – | 0.05% | 129 |
|
|
2024
Q4 | $559K | Hold |
3,131
| – | – | 0.04% | 135 |
|
|
2024
Q3 | $463K | Buy |
3,131
+100
| +3% | +$14.8K | 0.04% | 148 |
|
|
2024
Q2 | $390K | Hold |
3,031
| – | – | 0.03% | 168 |
|
|
2024
Q1 | $339K | Sell |
3,031
-1
| -0% | -$112 | 0.03% | 185 |
|
|
2023
Q4 | $263K | Buy |
3,032
+1
| +0% | +$87 | 0.02% | 204 |
|
|
2023
Q3 | $260K | Buy |
+3,031
| New | +$260K | 0.03% | 192 |
|
|
2023
Q2 | – | Sell |
-3,130
| Closed | -$228K | – | 270 |
|
|
2023
Q1 | $228K | Hold |
3,130
| – | – | 0.02% | 213 |
|
|
2022
Q4 | $230K | Hold |
3,130
| – | – | 0.03% | 208 |
|
|
2022
Q3 | $203K | Buy |
+3,130
| New | +$203K | 0.02% | 220 |
|
|
2022
Q2 | – | Sell |
-3,130
| Closed | -$236K | – | 314 |
|
|
2022
Q1 | $236K | Sell |
3,130
-700
| -18% | -$52.8K | 0.02% | 241 |
|
|
2021
Q4 | $200K | Buy |
+3,830
| New | +$200K | 0.02% | 271 |
|