United Capital 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 | $877K | Sell |
5,035
-272
| -5% | -$47.4K | 0.01% | 616 |
|
2025
Q1 | $1.06M | Buy |
5,307
+365
| +7% | +$73.2K | 0.01% | 549 |
|
2024
Q4 | $882K | Sell |
4,942
-984
| -17% | -$176K | 0.01% | 579 |
|
2024
Q3 | $877K | Buy |
5,926
+171
| +3% | +$25.3K | 0.01% | 573 |
|
2024
Q2 | $741K | Buy |
5,755
+200
| +4% | +$25.8K | 0.01% | 600 |
|
2024
Q1 | $622K | Sell |
5,555
-369
| -6% | -$41.3K | 0.01% | 674 |
|
2023
Q4 | $515K | Buy |
+5,924
| New | +$515K | ﹤0.01% | 716 |
|
2023
Q1 | – | Sell |
-3,438
| Closed | -$253K | – | 1068 |
|
2022
Q4 | $253K | Buy |
3,438
+77
| +2% | +$5.66K | ﹤0.01% | 926 |
|
2022
Q3 | $203K | Sell |
3,361
-444
| -12% | -$26.8K | ﹤0.01% | 1025 |
|
2022
Q2 | $227K | Buy |
+3,805
| New | +$227K | ﹤0.01% | 1019 |
|
2019
Q3 | – | Sell |
-10,572
| Closed | -$405K | – | 1454 |
|
2019
Q2 | $405K | Buy |
+10,572
| New | +$405K | ﹤0.01% | 1101 |
|