Allworth Financial’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
4,823
+4,750
| +6,507% | +$2.55M | 0.01% | 434 |
|
|
2025
Q1 | $27.5K | Buy |
73
+33
| +83% | +$12.4K | ﹤0.01% | 1876 |
|
|
2024
Q4 | $22K | Buy |
40
+14
| +54% | +$7.7K | ﹤0.01% | 2027 |
|
|
2024
Q3 | $10.2K | Buy |
26
+9
| +53% | +$3.51K | ﹤0.01% | 2244 |
|
|
2024
Q2 | $5.17K | Buy |
17
+5
| +42% | +$1.52K | ﹤0.01% | 2506 |
|
|
2024
Q1 | $3.81K | Buy |
12
+1
| +9% | +$318 | ﹤0.01% | 2520 |
|
|
2023
Q4 | $2.26K | Hold |
11
| – | – | ﹤0.01% | 2634 |
|
|
2023
Q3 | $1.88K | Sell |
11
-21
| -66% | -$3.58K | ﹤0.01% | 2575 |
|
|
2023
Q2 | $5.26K | Hold |
32
| – | – | ﹤0.01% | 2074 |
|
|
2023
Q1 | $4.68K | Buy |
+32
| New | +$4.68K | ﹤0.01% | 2060 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$15K | – | 1591 |
|
|
2021
Q1 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 866 |
|