Legacy Financial Advisors’s Trane Technologies TT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$555K	Buy	1,332 +56	+4%	+$23.8K	0.08%	221
2025 Q4	$497K	Buy	1,276 +17	+1%	+$7.03K	0.07%	218
2025 Q3	$531K	Sell	1,259 -13	-1%	-$5.55K	0.07%	226
2025 Q2	$556K	Buy	1,272 +22	+2%	+$8.68K	0.09%	188
2025 Q1	$421K	Buy	1,250 +31	+3%	+$11.2K	0.07%	223
2024 Q4	$450K	Sell	1,219 -74	-6%	-$29.4K	0.07%	208
2024 Q3	$503K	Buy	1,293 +100	+8%	+$34.7K	0.08%	196
2024 Q2	$392K	Buy	1,193 +3	+0.3%	+$954	0.07%	213
2024 Q1	$357K	Buy	1,190 +129	+12%	+$35K	0.06%	219
2023 Q4	$259K	Buy	+1,061	New	+$232K	0.05%	250
2019 Q2	–	Sell	-410	Closed	-$44K	–	846
2019 Q1	$44K	Buy	410 +98	+31%	+$9.93K	0.01%	298
2018 Q4	$28K	Buy	312 +137	+78%	+$13.5K	0.01%	351
2018 Q3	$17K	Hold	175	–	–	0.01%	403
2018 Q2	$16K	Buy	175 +22	+14%	+$1.93K	0.01%	419
2018 Q1	$12K	Buy	153 +28	+22%	+$2.51K	﹤0.01%	445
2017 Q4	$11K	Buy	+125	New	+$11K	﹤0.01%	454