SFMG Wealth 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 | $1.05M | Buy |
2,411
+71
| +3% | +$31.1K | 0.08% | 98 |
|
|
2025
Q1 | $788K | Sell |
2,340
-112
| -5% | -$37.7K | 0.06% | 114 |
|
|
2024
Q4 | $906K | Buy |
2,452
+11
| +0.5% | +$4.06K | 0.07% | 103 |
|
|
2024
Q3 | $949K | Buy |
2,441
+36
| +1% | +$14K | 0.08% | 97 |
|
|
2024
Q2 | $791K | Buy |
2,405
+20
| +0.8% | +$6.58K | 0.07% | 103 |
|
|
2024
Q1 | $716K | Sell |
2,385
-28
| -1% | -$8.41K | 0.06% | 112 |
|
|
2023
Q4 | $589K | Buy |
2,413
+5
| +0.2% | +$1.22K | 0.05% | 118 |
|
|
2023
Q3 | $489K | Buy |
2,408
+232
| +11% | +$47.1K | 0.05% | 132 |
|
|
2023
Q2 | $416K | Sell |
2,176
-7
| -0.3% | -$1.34K | 0.04% | 143 |
|
|
2023
Q1 | $402K | Hold |
2,183
| – | – | 0.04% | 153 |
|
|
2022
Q4 | $367K | Hold |
2,183
| – | – | 0.04% | 161 |
|
|
2022
Q3 | $316K | Buy |
2,183
+65
| +3% | +$9.41K | 0.04% | 166 |
|
|
2022
Q2 | $275K | Buy |
2,118
+306
| +17% | +$39.7K | 0.03% | 190 |
|
|
2022
Q1 | $277K | Sell |
1,812
-280
| -13% | -$42.8K | 0.03% | 213 |
|
|
2021
Q4 | $423K | Buy |
2,092
+340
| +19% | +$68.7K | 0.04% | 166 |
|
|
2021
Q3 | $302K | Sell |
1,752
-86
| -5% | -$14.8K | 0.03% | 193 |
|
|
2021
Q2 | $338K | Hold |
1,838
| – | – | 0.04% | 184 |
|
|
2021
Q1 | $304K | Sell |
1,838
-50
| -3% | -$8.27K | 0.04% | 184 |
|
|
2020
Q4 | $274K | Buy |
+1,888
| New | +$274K | 0.03% | 175 |
|