Valeo 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 | $290K | Sell |
1,666
-144
| -8% | -$25.1K | 0.01% | 586 |
|
|
2025
Q1 | $363K | Buy |
1,810
+282
| +18% | +$56.5K | 0.01% | 485 |
|
|
2024
Q4 | $273K | Sell |
1,528
-2
| -0.1% | -$357 | 0.01% | 559 |
|
|
2024
Q3 | $226K | Buy |
+1,530
| New | +$226K | 0.01% | 614 |
|
|
2020
Q1 | – | Sell |
-1,276
| Closed | -$52K | – | 1864 |
|
|
2019
Q4 | $52K | Buy |
1,276
+297
| +30% | +$12.1K | 0.01% | 628 |
|
|
2019
Q3 | $39K | Buy |
979
+14
| +1% | +$558 | ﹤0.01% | 676 |
|
|
2019
Q2 | $38K | Buy |
965
+495
| +105% | +$19.5K | ﹤0.01% | 678 |
|
|
2019
Q1 | $20K | Hold |
470
| – | – | ﹤0.01% | 787 |
|
|
2018
Q4 | $17K | Sell |
470
-6
| -1% | -$217 | ﹤0.01% | 752 |
|
|
2018
Q3 | $25K | Buy |
476
+5
| +1% | +$263 | ﹤0.01% | 699 |
|
|
2018
Q2 | $25K | Sell |
471
-29
| -6% | -$1.54K | ﹤0.01% | 697 |
|
|
2018
Q1 | $22K | Buy |
500
+1
| +0.2% | +$44 | ﹤0.01% | 691 |
|
|
2017
Q4 | $24K | Hold |
499
| – | – | ﹤0.01% | 627 |
|
|
2017
Q3 | $24K | Buy |
+499
| New | +$24K | 0.01% | 524 |
|