Sequoia 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	$3.2M	Buy	7,672 +1,205	+19%	+$512K	0.02%	439
2025 Q4	$2.52M	Buy	6,467 +838	+15%	+$347K	0.01%	505
2025 Q3	$2.38M	Buy	5,629 +8	+0.1%	+$3.42K	0.01%	472
2025 Q2	$2.46M	Buy	5,621 +374	+7%	+$148K	0.02%	422
2025 Q1	$1.77M	Sell	5,247 -230	-4%	-$83.1K	0.01%	463
2024 Q4	$2.02M	Buy	5,477 +454	+9%	+$180K	0.02%	402
2024 Q3	$1.95M	Buy	5,023 +250	+5%	+$86.7K	0.02%	379
2024 Q2	$1.57M	Buy	4,773 +424	+10%	+$135K	0.02%	379
2024 Q1	$1.31M	Sell	4,349 -599	-12%	-$163K	0.02%	418
2023 Q4	$1.21M	Buy	4,948 +2,090	+73%	+$457K	0.02%	474
2023 Q3	$580K	Buy	2,858 +555	+24%	+$111K	0.01%	472
2023 Q2	$441K	Sell	2,303 -1,005	-30%	-$178K	0.01%	560
2023 Q1	$609K	Buy	3,308 +248	+8%	+$45K	0.01%	415
2022 Q4	$514K	Buy	3,060 +1,559	+104%	+$257K	0.01%	426
2022 Q3	$217K	Sell	1,501 -165	-10%	-$24.7K	0.01%	471
2022 Q2	$216K	Buy	1,666 +229	+16%	+$31.7K	0.01%	526
2022 Q1	$219K	Buy	+1,437	New	+$235K	0.01%	598