SFMG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.02M | Hold |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $788K | Sell |
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|
2024
Q4 | $906K | Buy |
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|
2024
Q3 | $949K | Buy |
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|
2024
Q2 | $791K | Buy |
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|
2024
Q1 | $716K | Sell |
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|
2023
Q4 | $589K | Buy |
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|
2023
Q3 | $489K | Buy |
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|
2023
Q2 | $416K | Sell |
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|
2023
Q1 | $402K | Hold |
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|
2022
Q4 | $367K | Hold |
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|
2022
Q3 | $316K | Buy |
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | $277K | Sell |
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|
2021
Q4 | $423K | Buy |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $338K | Hold |
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|
2021
Q1 | $304K | Sell |
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|
2020
Q4 | $274K | Buy |
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