United Capital Financial Advisors’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 | $3.13M | Buy |
7,153
+90
| +1% | +$39.4K | 0.03% | 350 |
|
|
2025
Q1 | $2.38M | Sell |
7,063
-26
| -0.4% | -$8.76K | 0.02% | 391 |
|
|
2024
Q4 | $2.62M | Sell |
7,089
-304
| -4% | -$112K | 0.02% | 368 |
|
|
2024
Q3 | $2.87M | Sell |
7,393
-11
| -0.1% | -$4.28K | 0.02% | 349 |
|
|
2024
Q2 | $2.44M | Sell |
7,404
-269
| -4% | -$88.5K | 0.02% | 367 |
|
|
2024
Q1 | $2.3M | Sell |
7,673
-607
| -7% | -$182K | 0.02% | 400 |
|
|
2023
Q4 | $2.02M | Buy |
8,280
+5,372
| +185% | +$1.31M | 0.02% | 416 |
|
|
2023
Q3 | $590K | Sell |
2,908
-1,063
| -27% | -$216K | ﹤0.01% | 612 |
|
|
2023
Q2 | $759K | Sell |
3,971
-1,057
| -21% | -$202K | ﹤0.01% | 610 |
|
|
2023
Q1 | $925K | Sell |
5,028
-7,521
| -60% | -$1.38M | 0.01% | 598 |
|
|
2022
Q4 | $2.11M | Buy |
12,549
+3,024
| +32% | +$508K | 0.01% | 469 |
|
|
2022
Q3 | $1.38M | Buy |
9,525
+422
| +5% | +$61.1K | 0.01% | 541 |
|
|
2022
Q2 | $1.18M | Buy |
9,103
+891
| +11% | +$116K | 0.01% | 602 |
|
|
2022
Q1 | $1.25M | Sell |
8,212
-302
| -4% | -$46.1K | 0.01% | 619 |
|
|
2021
Q4 | $1.72M | Sell |
8,514
-934
| -10% | -$189K | 0.01% | 564 |
|
|
2021
Q3 | $1.63M | Sell |
9,448
-2,475
| -21% | -$427K | 0.01% | 564 |
|
|
2021
Q2 | $2.2M | Buy |
11,923
+1,076
| +10% | +$198K | 0.01% | 515 |
|
|
2021
Q1 | $1.8M | Sell |
10,847
-2,018
| -16% | -$334K | 0.01% | 526 |
|
|
2020
Q4 | $1.87M | Buy |
12,865
+7,246
| +129% | +$1.05M | 0.01% | 518 |
|
|
2020
Q3 | $681K | Sell |
5,619
-357
| -6% | -$43.3K | ﹤0.01% | 755 |
|
|
2020
Q2 | $532K | Sell |
5,976
-786
| -12% | -$70K | ﹤0.01% | 839 |
|
|
2020
Q1 | $559K | Sell |
6,762
-1,459
| -18% | -$121K | ﹤0.01% | 772 |
|
|
2019
Q4 | $1.09M | Buy |
8,221
+219
| +3% | +$29.1K | 0.01% | 739 |
|
|
2019
Q3 | $986K | Sell |
8,002
-2,609
| -25% | -$321K | 0.01% | 752 |
|
|
2019
Q2 | $1.34M | Buy |
10,611
+2,910
| +38% | +$369K | 0.01% | 715 |
|
|
2019
Q1 | $831K | Buy |
7,701
+1,115
| +17% | +$120K | 0.01% | 821 |
|
|
2018
Q4 | $601K | Sell |
6,586
-74
| -1% | -$6.75K | ﹤0.01% | 862 |
|
|
2018
Q3 | $681K | Sell |
6,660
-273
| -4% | -$27.9K | ﹤0.01% | 888 |
|
|
2018
Q2 | $622K | Sell |
6,933
-1,667
| -19% | -$150K | ﹤0.01% | 886 |
|
|
2018
Q1 | $735K | Buy |
8,600
+571
| +7% | +$48.8K | 0.01% | 853 |
|
|
2017
Q4 | $716K | Sell |
8,029
-653
| -8% | -$58.2K | 0.01% | 868 |
|
|
2017
Q3 | $774K | Buy |
8,682
+264
| +3% | +$23.5K | 0.01% | 838 |
|
|
2017
Q2 | $769K | Sell |
8,418
-338
| -4% | -$30.9K | 0.01% | 836 |
|
|
2017
Q1 | $712K | Buy |
8,756
+207
| +2% | +$16.8K | 0.01% | 831 |
|
|
2016
Q4 | $642K | Sell |
8,549
-173
| -2% | -$13K | 0.01% | 865 |
|
|
2016
Q3 | $593K | Sell |
8,722
-455
| -5% | -$30.9K | 0.01% | 912 |
|
|
2016
Q2 | $587K | Buy |
9,177
+2,920
| +47% | +$187K | 0.01% | 873 |
|
|
2016
Q1 | $388K | Sell |
6,257
-309
| -5% | -$19.2K | ﹤0.01% | 943 |
|
|
2015
Q4 | $363K | Sell |
6,566
-3,142
| -32% | -$174K | ﹤0.01% | 967 |
|
|
2015
Q3 | $493K | Sell |
9,708
-726
| -7% | -$36.9K | 0.01% | 898 |
|
|
2015
Q2 | $703K | Sell |
10,434
-116,423
| -92% | -$7.84M | 0.01% | 807 |
|
|
2015
Q1 | $8.35M | Buy |
126,857
+113,777
| +870% | +$7.49M | 0.1% | 250 |
|
|
2014
Q4 | $829K | Sell |
13,080
-989
| -7% | -$62.7K | 0.01% | 693 |
|
|
2014
Q3 | $793K | Sell |
14,069
-185
| -1% | -$10.4K | 0.01% | 674 |
|
|
2014
Q2 | $891K | Buy |
14,254
+432
| +3% | +$27K | 0.02% | 580 |
|
|
2014
Q1 | $791K | Buy |
+13,822
| New | +$791K | 0.02% | 532 |
|