Aptus Capital Advisors’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 | $17.2M | Buy |
32,161
+2,898
| +10% | +$1.55M | 0.14% | 121 |
|
2025
Q1 | $9.43M | Buy |
29,263
+3,200
| +12% | +$1.03M | 0.1% | 177 |
|
2024
Q4 | $11.1M | Buy |
26,063
+4,812
| +23% | +$2.04M | 0.12% | 147 |
|
2024
Q3 | $8.3M | Buy |
21,251
+2,814
| +15% | +$1.1M | 0.12% | 153 |
|
2024
Q2 | $5.61M | Buy |
18,437
+3,740
| +25% | +$1.14M | 0.1% | 172 |
|
2024
Q1 | $4.67M | Sell |
14,697
-4,473
| -23% | -$1.42M | 0.09% | 182 |
|
2023
Q4 | $3.94M | Sell |
19,170
-203
| -1% | -$41.8K | 0.11% | 154 |
|
2023
Q3 | $3.3M | Sell |
19,373
-3,920
| -17% | -$668K | 0.09% | 169 |
|
2023
Q2 | $3.82M | Buy |
23,293
+1,779
| +8% | +$292K | 0.09% | 160 |
|
2023
Q1 | $3.14M | Sell |
21,514
-1,316
| -6% | -$192K | 0.08% | 173 |
|
2022
Q4 | $2.63M | Sell |
22,830
-1,532
| -6% | -$176K | 0.08% | 187 |
|
2022
Q3 | $2.37M | Buy |
24,362
+1,410
| +6% | +$137K | 0.06% | 186 |
|
2022
Q2 | $1.91M | Buy |
22,952
+846
| +4% | +$70.3K | 0.05% | 191 |
|
2022
Q1 | $1.97M | Buy |
22,106
+1,410
| +7% | +$126K | 0.05% | 201 |
|
2021
Q4 | $2.05M | Buy |
20,696
+3,948
| +24% | +$391K | 0.06% | 192 |
|
2021
Q3 | $1.19M | Buy |
16,748
+3,008
| +22% | +$214K | 0.03% | 212 |
|
2021
Q2 | $1.08M | Sell |
13,740
-912
| -6% | -$71.9K | 0.03% | 207 |
|
2021
Q1 | $1.1M | Buy |
14,652
+2,832
| +24% | +$212K | 0.04% | 185 |
|
2020
Q4 | $622K | Buy |
11,820
+1,888
| +19% | +$99.4K | 0.03% | 207 |
|
2020
Q3 | $512K | Buy |
+9,932
| New | +$512K | 0.03% | 201 |
|