Sequoia Financial Advisors’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
5,621
+374
| +7% | +$164K | 0.02% | 420 |
|
|
2025
Q1 | $1.77M | Sell |
5,247
-230
| -4% | -$77.5K | 0.01% | 461 |
|
|
2024
Q4 | $2.02M | Buy |
5,477
+454
| +9% | +$168K | 0.02% | 400 |
|
|
2024
Q3 | $1.95M | Buy |
5,023
+250
| +5% | +$97.2K | 0.02% | 379 |
|
|
2024
Q2 | $1.57M | Buy |
4,773
+424
| +10% | +$139K | 0.02% | 377 |
|
|
2024
Q1 | $1.31M | Sell |
4,349
-599
| -12% | -$180K | 0.02% | 416 |
|
|
2023
Q4 | $1.21M | Buy |
4,948
+2,090
| +73% | +$510K | 0.02% | 474 |
|
|
2023
Q3 | $580K | Buy |
2,858
+555
| +24% | +$113K | 0.01% | 470 |
|
|
2023
Q2 | $441K | Sell |
2,303
-1,005
| -30% | -$192K | 0.01% | 558 |
|
|
2023
Q1 | $609K | Buy |
3,308
+248
| +8% | +$45.6K | 0.01% | 414 |
|
|
2022
Q4 | $514K | Buy |
3,060
+1,559
| +104% | +$262K | 0.01% | 426 |
|
|
2022
Q3 | $217K | Sell |
1,501
-165
| -10% | -$23.9K | 0.01% | 471 |
|
|
2022
Q2 | $216K | Buy |
1,666
+229
| +16% | +$29.7K | 0.01% | 526 |
|
|
2022
Q1 | $219K | Buy |
+1,437
| New | +$219K | 0.01% | 598 |
|