SFG
Sovereign Financial Group’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Sell |
1,802
-25
| -1% | -$10.9K | 0.16% | 118 |
|
|
2025
Q1 | $616K | Sell |
1,827
-20
| -1% | -$6.74K | 0.14% | 138 |
|
|
2024
Q4 | $682K | Buy |
1,847
+547
| +42% | +$202K | 0.16% | 122 |
|
|
2024
Q3 | $505K | Buy |
1,300
+50
| +4% | +$19.4K | 0.12% | 161 |
|
|
2024
Q2 | $411K | Buy |
1,250
+85
| +7% | +$28K | 0.1% | 181 |
|
|
2024
Q1 | $350K | Buy |
1,165
+1
| +0.1% | +$300 | 0.09% | 194 |
|
|
2023
Q4 | $284K | Buy |
1,164
+31
| +3% | +$7.56K | 0.09% | 197 |
|
|
2023
Q3 | $230K | Hold |
1,133
| – | – | 0.08% | 203 |
|
|
2023
Q2 | $217K | Hold |
1,133
| – | – | 0.07% | 218 |
|
|
2023
Q1 | $208K | Buy |
+1,133
| New | +$208K | 0.08% | 205 |
|
|
2022
Q1 | – | Sell |
-1,096
| Closed | -$221K | – | 227 |
|
|
2021
Q4 | $221K | Buy |
+1,096
| New | +$221K | 0.09% | 188 |
|