IFP Advisors’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
2,772
+34
| +1% | +$15K | 0.03% | 519 |
|
|
2025
Q1 | $923K | Sell |
2,738
-45
| -2% | -$15.2K | 0.03% | 581 |
|
|
2024
Q4 | $1.03M | Buy |
2,783
+85
| +3% | +$31.4K | 0.03% | 517 |
|
|
2024
Q3 | $1.05M | Buy |
2,698
+461
| +21% | +$179K | 0.04% | 470 |
|
|
2024
Q2 | $736K | Buy |
2,237
+85
| +4% | +$28K | 0.03% | 527 |
|
|
2024
Q1 | $646K | Sell |
2,152
-35
| -2% | -$10.5K | 0.03% | 536 |
|
|
2023
Q4 | $533K | Sell |
2,187
-805
| -27% | -$196K | 0.03% | 565 |
|
|
2023
Q3 | $607K | Sell |
2,992
-3,950
| -57% | -$801K | 0.03% | 528 |
|
|
2023
Q2 | $1.33M | Buy |
6,942
+3,835
| +123% | +$733K | 0.06% | 351 |
|
|
2023
Q1 | $312K | Sell |
3,107
-2,539
| -45% | -$255K | 0.01% | 758 |
|
|
2022
Q4 | $571K | Sell |
5,646
-402
| -7% | -$40.7K | 0.02% | 838 |
|
|
2022
Q3 | $612K | Buy |
6,048
+357
| +6% | +$36.1K | 0.02% | 832 |
|
|
2022
Q2 | $576K | Hold |
5,691
| – | – | 0.02% | 785 |
|
|
2022
Q1 | $576K | Buy |
5,691
+3,055
| +116% | +$309K | 0.02% | 785 |
|
|
2021
Q4 | $532K | Sell |
2,636
-21
| -0.8% | -$4.24K | 0.01% | 559 |
|
|
2021
Q3 | $460K | Buy |
2,657
+274
| +11% | +$47.4K | 0.01% | 593 |
|
|
2021
Q2 | $438K | Buy |
2,383
+885
| +59% | +$163K | 0.01% | 587 |
|
|
2021
Q1 | $249K | Buy |
1,498
+174
| +13% | +$28.9K | ﹤0.01% | 744 |
|
|
2020
Q4 | $193K | Hold |
1,324
| – | – | 0.01% | 817 |
|
|
2020
Q3 | $161K | Sell |
1,324
-104
| -7% | -$12.6K | 0.01% | 783 |
|
|
2020
Q2 | $128K | Sell |
1,428
-238
| -14% | -$21.3K | 0.01% | 831 |
|
|
2020
Q1 | $145K | Buy |
1,666
+4
| +0.2% | +$348 | 0.01% | 686 |
|
|
2019
Q4 | $224K | Sell |
1,662
-120
| -7% | -$16.2K | 0.02% | 635 |
|
|
2019
Q3 | $219K | Buy |
+1,782
| New | +$219K | 0.01% | 740 |
|
|
2019
Q1 | $0 | Sell |
3
-3,722
| -100% | – | ﹤0.01% | 3346 |
|
|
2018
Q4 | $339K | Sell |
3,725
-2,721
| -42% | -$248K | 0.02% | 668 |
|
|
2018
Q3 | $659K | Buy |
6,446
+1,798
| +39% | +$184K | 0.03% | 571 |
|
|
2018
Q2 | $417K | Buy |
4,648
+710
| +18% | +$63.7K | 0.02% | 740 |
|
|
2018
Q1 | $351K | Hold |
3,938
| – | – | 0.02% | 766 |
|
|
2017
Q4 | $351K | Sell |
3,938
-977
| -20% | -$87.1K | 0.02% | 763 |
|
|
2017
Q3 | $438K | Sell |
4,915
-158
| -3% | -$14.1K | 0.02% | 740 |
|
|
2017
Q2 | $464K | Buy |
5,073
+327
| +7% | +$29.9K | 0.02% | 709 |
|
|
2017
Q1 | $386K | Buy |
4,746
+1,053
| +29% | +$85.6K | 0.02% | 796 |
|
|
2016
Q4 | $277K | Buy |
3,693
+1,697
| +85% | +$127K | 0.01% | 894 |
|
|
2016
Q3 | $136K | Buy |
1,996
+645
| +48% | +$43.9K | 0.01% | 1190 |
|
|
2016
Q2 | $86K | Buy |
1,351
+1,348
| +44,933% | +$85.8K | ﹤0.01% | 1424 |
|
|
2016
Q1 | $0 | Sell |
3
-1,039
| -100% | – | ﹤0.01% | 3382 |
|
|
2015
Q4 | $58K | Buy |
+1,042
| New | +$58K | ﹤0.01% | 1509 |
|