Patriot Financial Group Insurance Agency’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $242K | Sell |
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|
2025
Q2 | $304K | Sell |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $263K | Sell |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $242K | Sell |
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|
2024
Q1 | $225K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $81K | Sell |
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|
2022
Q1 | $96K | Sell |
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|
2021
Q4 | $134K | Hold |
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|
2021
Q3 | $114K | Buy |
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|
2021
Q2 | $121K | Sell |
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|
2021
Q1 | $150K | Buy |
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|
2020
Q4 | $109K | Buy |
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|
2020
Q3 | $87K | Buy |
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|
2020
Q2 | $56K | Buy |
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|
2020
Q1 | $51K | Buy |
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|
2019
Q4 | $62K | Buy |
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|
2019
Q3 | $58K | Sell |
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|
2019
Q2 | $150K | Buy |
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|
2019
Q1 | $13K | Buy |
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|
2018
Q4 | $6K | Hold |
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|
2018
Q3 | $7K | Buy |
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