Cetera Investment Advisers’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 | $7.94M | Buy |
14,808
+4,028
| +37% | +$2.16M | 0.01% | 940 |
|
|
2025
Q1 | $3.47M | Buy |
10,780
+5,133
| +91% | +$1.65M | 0.01% | 1350 |
|
|
2024
Q4 | $2.39M | Buy |
5,647
+101
| +2% | +$42.8K | 0.01% | 1522 |
|
|
2024
Q3 | $2.16M | Sell |
5,546
-762
| -12% | -$297K | ﹤0.01% | 1576 |
|
|
2024
Q2 | $1.92M | Buy |
6,308
+186
| +3% | +$56.6K | ﹤0.01% | 1609 |
|
|
2024
Q1 | $1.94M | Buy |
6,122
+2,633
| +75% | +$837K | ﹤0.01% | 1566 |
|
|
2023
Q4 | $718K | Sell |
3,489
-453
| -11% | -$93.2K | 0.01% | 1293 |
|
|
2023
Q3 | $672K | Buy |
3,942
+460
| +13% | +$78.4K | 0.01% | 1270 |
|
|
2023
Q2 | $572K | Sell |
3,482
-126
| -3% | -$20.7K | ﹤0.01% | 1374 |
|
|
2023
Q1 | $527K | Sell |
3,608
-1,090
| -23% | -$159K | ﹤0.01% | 1398 |
|
|
2022
Q4 | $541K | Buy |
+4,698
| New | +$541K | 0.01% | 1330 |
|
|
2022
Q3 | – | Sell |
-2,853
| Closed | -$237K | – | 1784 |
|
|
2022
Q2 | $237K | Hold |
2,853
| – | – | ﹤0.01% | 1571 |
|
|
2022
Q1 | $254K | Hold |
2,853
| – | – | ﹤0.01% | 1570 |
|
|
2021
Q4 | $282K | Hold |
2,853
| – | – | ﹤0.01% | 1524 |
|
|
2021
Q3 | $203K | Sell |
2,853
-8,175
| -74% | -$582K | ﹤0.01% | 1666 |
|
|
2021
Q2 | $869K | Buy |
11,028
+7,228
| +190% | +$570K | 0.01% | 830 |
|
|
2021
Q1 | $284K | Sell |
3,800
-28
| -0.7% | -$2.09K | 0.01% | 1280 |
|
|
2020
Q4 | $202K | Buy |
+3,828
| New | +$202K | ﹤0.01% | 1444 |
|