TRGP TARGA RES CORP

Ownership history in AFFINITY WEALTH MANAGEMENT LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which AFFINITY WEALTH MANAGEMENT LLC reported a position in TARGA RES CORP (TRGP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.21% (2025 Q1)
Avg. % of fund
0.11%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,187 +414 +7.2% 0.15% $1.0M $165.61
2025 Q2 ADDED 5,773 +113 +2.0% 0.16% $1.0M $171.04
2025 Q1 ADDED 5,660 +319 +6.0% 0.21% $1.1M $195.87
2024 Q4 ADDED 5,341 +2,884 +117.4% 0.17% $953K $173.77
2024 Q3 REDUCED 2,457 -79 -3.1% 0.06% $364K $143.44
2024 Q2 UNCHANGED 2,536 0% 0.06% $327K $124.10
2024 Q1 UNCHANGED 2,536 0% 0.05% $284K $107.23
2023 Q4 INITIATED 2,536 0.05% $220K
% of Fund (quarterly)    TRGP price (monthly, adj. close)
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