Summit Financial’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
$2.54M Sell
5,814
-576
-9% -$252K 0.06% 259
2025
Q1
$2.15M Sell
6,390
-522
-8% -$176K 0.06% 251
2024
Q4
$2.55M Sell
6,912
-799
-10% -$295K 0.09% 184
2024
Q3
$3M Buy
7,711
+187
+2% +$72.7K 0.12% 137
2024
Q2
$2.47M Buy
7,524
+1,478
+24% +$486K 0.11% 133
2024
Q1
$1.82M Buy
6,046
+3,113
+106% +$935K 0.11% 109
2023
Q4
$715K Buy
+2,933
New +$715K 0.05% 209
2022
Q2
Sell
-1,548
Closed -$236K 253
2022
Q1
$236K Sell
1,548
-123
-7% -$18.8K 0.02% 233
2021
Q4
$338K Buy
1,671
+113
+7% +$22.8K 0.03% 203
2021
Q3
$269K Buy
1,558
+207
+15% +$35.7K 0.02% 196
2021
Q2
$249K Buy
+1,351
New +$249K 0.02% 152