LFA
Legacy Financial Advisors’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Buy |
1,272
+22
| +2% | +$9.62K | 0.09% | 188 |
|
|
2025
Q1 | $421K | Buy |
1,250
+31
| +3% | +$10.4K | 0.07% | 223 |
|
|
2024
Q4 | $450K | Sell |
1,219
-74
| -6% | -$27.3K | 0.07% | 208 |
|
|
2024
Q3 | $503K | Buy |
1,293
+100
| +8% | +$38.9K | 0.08% | 196 |
|
|
2024
Q2 | $392K | Buy |
1,193
+3
| +0.3% | +$987 | 0.07% | 213 |
|
|
2024
Q1 | $357K | Buy |
1,190
+129
| +12% | +$38.7K | 0.06% | 219 |
|
|
2023
Q4 | $259K | Buy |
+1,061
| New | +$259K | 0.05% | 250 |
|
|
2019
Q2 | – | Sell |
-410
| Closed | -$44K | – | 846 |
|
|
2019
Q1 | $44K | Buy |
410
+98
| +31% | +$10.5K | 0.01% | 298 |
|
|
2018
Q4 | $28K | Buy |
312
+137
| +78% | +$12.3K | 0.01% | 351 |
|
|
2018
Q3 | $17K | Hold |
175
| – | – | 0.01% | 403 |
|
|
2018
Q2 | $16K | Buy |
175
+22
| +14% | +$2.01K | 0.01% | 419 |
|
|
2018
Q1 | $12K | Buy |
153
+28
| +22% | +$2.2K | ﹤0.01% | 445 |
|
|
2017
Q4 | $11K | Buy |
+125
| New | +$11K | ﹤0.01% | 454 |
|