CAPTRUST Financial Advisors’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $785K | Buy |
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|
2024
Q2 | $345K | Sell |
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|
2024
Q1 | $447K | Sell |
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|
2023
Q4 | $486K | Sell |
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|
2023
Q3 | $410K | Sell |
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|
2023
Q2 | $395K | Hold |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $240K | Buy |
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | $196K | Buy |
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|
2021
Q4 | $153K | Buy |
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|
2021
Q3 | $83K | Buy |
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|
2021
Q2 | $92K | Buy |
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|
2021
Q1 | $84K | Buy |
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|
2020
Q4 | $7K | Buy |
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|
2020
Q3 | $5K | Buy |
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|
2020
Q2 | $2K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $0 | Buy |
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