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 |
|