Sovereign Financial 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
Q3
$767K Buy
2025
Q2
$788K Sell
2025
Q1
$616K Sell
2024
Q4
$682K Buy
2024
Q3
$505K Buy
2024
Q2
$411K Buy
2024
Q1
$350K Buy
2023
Q4
$284K Buy
2023
Q3
$230K Hold
2023
Q2
$217K Hold
2023
Q1
$208K Buy
2022
Q1
Sell
2021
Q4
$221K Buy