Farther Finance 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 | $654K | Buy |
1,219
+117
| +11% | +$62.7K | 0.01% | 779 |
|
2025
Q1 | $364K | Buy |
1,102
+239
| +28% | +$78.9K | 0.01% | 941 |
|
2024
Q4 | $366K | Sell |
863
-263
| -23% | -$112K | 0.01% | 720 |
|
2024
Q3 | $440K | Buy |
1,126
+695
| +161% | +$271K | 0.02% | 643 |
|
2024
Q2 | $127K | Buy |
431
+379
| +729% | +$112K | 0.01% | 1029 |
|
2024
Q1 | $16.6K | Buy |
52
+5
| +11% | +$1.6K | ﹤0.01% | 1554 |
|
2023
Q4 | $9.67K | Buy |
+47
| New | +$9.67K | ﹤0.01% | 1625 |
|