Summit Financial’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	$3.64M	Buy	8,733 +1,863	+27%	+$791K	0.05%	400
2025 Q4	$2.67M	Buy	6,870 +1,061	+18%	+$439K	0.04%	417
2025 Q3	$2.45M	Sell	5,809 -5	-0.1%	-$2.14K	0.04%	430
2025 Q2	$2.54M	Sell	5,814 -576	-9%	-$227K	0.06%	259
2025 Q1	$2.15M	Sell	6,390 -522	-8%	-$189K	0.06%	251
2024 Q4	$2.55M	Sell	6,912 -799	-10%	-$317K	0.09%	184
2024 Q3	$3M	Buy	7,711 +187	+2%	+$64.9K	0.12%	137
2024 Q2	$2.47M	Buy	7,524 +1,478	+24%	+$470K	0.11%	133
2024 Q1	$1.82M	Buy	6,046 +3,113	+106%	+$845K	0.11%	109
2023 Q4	$715K	Buy	+2,933	New	+$642K	0.05%	209
2022 Q2	–	Sell	-1,548	Closed	-$236K	–	253
2022 Q1	$236K	Sell	1,548 -123	-7%	-$20.1K	0.02%	233
2021 Q4	$338K	Buy	1,671 +113	+7%	+$21.3K	0.03%	203
2021 Q3	$269K	Buy	1,558 +207	+15%	+$39.8K	0.02%	196
2021 Q2	$249K	Buy	+1,351	New	+$241K	0.02%	152