HighPoint Advisor Group’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
$698K Buy
1,301
+60
+5% +$32.2K 0.04% 312
2025
Q1
$493K Sell
1,241
-251
-17% -$99.8K 0.03% 364
2024
Q4
$648K Sell
1,492
-470
-24% -$204K 0.04% 319
2024
Q3
$770K Buy
1,962
+13
+0.7% +$5.1K 0.04% 275
2024
Q2
$596K Buy
1,949
+28
+1% +$8.56K 0.04% 317
2024
Q1
$639K Sell
1,921
-189
-9% -$62.9K 0.05% 304
2023
Q4
$673K Buy
+2,110
New +$673K 0.05% 286