Sowell Financial Services’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	$1.17M	Sell	2,815 -271	-9%	-$115K	0.04%	402
2025 Q4	$1.2M	Sell	3,086 -19	-0.6%	-$7.86K	0.04%	395
2025 Q3	$1.31M	Buy	3,105 +93	+3%	+$39.7K	0.05%	366
2025 Q2	$1.32M	Sell	3,012 -444	-13%	-$175K	0.05%	346
2025 Q1	$1.16M	Buy	+3,456	New	+$1.25M	0.05%	351
2023 Q2	–	Sell	-2,817	Closed	-$518K	–	813
2023 Q1	$518K	Buy	+2,817	New	+$511K	0.04%	420
2021 Q2	–	Sell	-328	Closed	-$60K	–	2549
2021 Q1	$60K	Sell	328 -58	-15%	-$8.98K	﹤0.01%	1575
2020 Q4	$56K	Sell	386 -90	-19%	-$12.4K	﹤0.01%	1353
2020 Q3	$58K	Sell	476 -227	-32%	-$25.5K	﹤0.01%	1162
2020 Q2	$63K	Sell	703 -4,900	-87%	-$426K	﹤0.01%	1107
2020 Q1	$463K	Sell	5,603 -863	-13%	-$105K	0.03%	417
2019 Q4	$859K	Buy	6,466 +697	+12%	+$88.3K	0.07%	305
2019 Q3	$711K	Buy	+5,769	New	+$704K	0.06%	320
2019 Q1	–	Sell	-3,175	Closed	-$290K	–	590
2018 Q4	$290K	Buy	+3,175	New	+$312K	0.04%	394