SAG
SageView Advisory Group’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Sell |
9,770
-196
| -2% | -$92.6K | 0.17% | 64 |
|
|
2025
Q1 | $3.36M | Sell |
9,966
-173
| -2% | -$58.3K | 0.14% | 82 |
|
|
2024
Q4 | $3.74M | Buy |
10,139
+2,058
| +25% | +$760K | 0.16% | 75 |
|
|
2024
Q3 | $3.14M | Sell |
8,081
-1,343
| -14% | -$522K | 0.16% | 78 |
|
|
2024
Q2 | $3.1M | Buy |
+9,424
| New | +$3.1M | 0.14% | 89 |
|
|
2024
Q1 | – | Sell |
-8,670
| Closed | -$2.23M | – | 838 |
|
|
2023
Q4 | $2.23M | Buy |
8,670
+2,024
| +30% | +$522K | 0.1% | 124 |
|
|
2023
Q3 | $1.35M | Buy |
6,646
+1,076
| +19% | +$218K | 0.08% | 171 |
|
|
2023
Q2 | $1.07M | Sell |
5,570
-73
| -1% | -$14K | 0.06% | 216 |
|
|
2023
Q1 | $1.04M | Buy |
+5,643
| New | +$1.04M | 0.07% | 199 |
|