SageView Advisory Group’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 Q4	$3.23M	Sell	8,289 -1,178	-12%	-$487K	0.11%	112
2025 Q3	$3.99M	Sell	9,467 -303	-3%	-$129K	0.14%	99
2025 Q2	$4.62M	Sell	9,770 -196	-2%	-$77.3K	0.17%	64
2025 Q1	$3.36M	Sell	9,966 -173	-2%	-$62.5K	0.14%	82
2024 Q4	$3.74M	Buy	10,139 +2,058	+25%	+$817K	0.16%	75
2024 Q3	$3.14M	Sell	8,081 -1,343	-14%	-$466K	0.16%	78
2024 Q2	$3.1M	Buy	+9,424	New	+$3M	0.14%	89
2024 Q1	–	Sell	-8,670	Closed	-$2.23M	–	838
2023 Q4	$2.23M	Buy	8,670 +2,024	+30%	+$443K	0.1%	124
2023 Q3	$1.35M	Buy	6,646 +1,076	+19%	+$216K	0.08%	171
2023 Q2	$1.07M	Sell	5,570 -73	-1%	-$13K	0.06%	216
2023 Q1	$1.04M	Buy	+5,643	New	+$1.02M	0.07%	199