Summit Financial Wealth Advisors’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $504K | Buy |
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|
2025
Q2 | $466K | Buy |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $552K | Buy |
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|
2024
Q3 | $483K | Buy |
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|
2024
Q2 | $448K | Hold |
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|
2024
Q1 | $536K | Buy |
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|
2023
Q4 | $388K | Hold |
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|
2023
Q3 | $303K | Buy |
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|
2023
Q2 | $329K | Sell |
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|
2023
Q1 | $422K | Buy |
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|
2022
Q4 | $365K | Sell |
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|
2022
Q3 | $492K | Buy |
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|
2022
Q2 | $440K | Buy |
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|
2022
Q1 | $230K | Sell |
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|
2021
Q4 | $348K | Hold |
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|
2021
Q3 | $340K | Hold |
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|
2021
Q2 | $359K | Buy |
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|
2021
Q1 | $227K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $316K | Sell |
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|
2020
Q2 | $249K | Sell |
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|
2020
Q1 | $274K | Hold |
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|
2019
Q4 | $325K | Sell |
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|
2019
Q3 | $338K | Sell |
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|
2019
Q2 | $476K | Sell |
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|
2019
Q1 | $470K | Sell |
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|
2018
Q4 | $422K | Buy |
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|
2018
Q3 | $293K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $278K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $813K | Sell |
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|
2017
Q1 | $1.12M | Buy |
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|
2016
Q4 | $1.45M | Sell |
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|
2016
Q3 | $1.38M | Buy |
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|
2016
Q2 | $1.13M | Sell |
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|
2016
Q1 | $1.39M | Buy |
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|
2015
Q4 | $1.2M | Buy |
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|
2015
Q3 | $87K | Sell |
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|
2015
Q2 | $96K | Sell |
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|
2015
Q1 | $160K | Sell |
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|
2014
Q4 | $522K | Buy |
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