IFP 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 | $255K | Buy |
475
+38
| +9% | +$20.4K | 0.01% | 1145 |
|
|
2025
Q1 | $141K | Buy |
437
+267
| +157% | +$86.1K | ﹤0.01% | 1340 |
|
|
2024
Q4 | $72.1K | Buy |
170
+23
| +16% | +$9.75K | ﹤0.01% | 1645 |
|
|
2024
Q3 | $57.4K | Sell |
147
-58
| -28% | -$22.6K | ﹤0.01% | 1672 |
|
|
2024
Q2 | $62.3K | Buy |
205
+173
| +541% | +$52.6K | ﹤0.01% | 1571 |
|
|
2024
Q1 | $10.2K | Sell |
32
-20
| -38% | -$6.35K | ﹤0.01% | 2229 |
|
|
2023
Q4 | $10.7K | Buy |
52
+26
| +100% | +$5.35K | ﹤0.01% | 2164 |
|
|
2023
Q3 | $4.43K | Sell |
26
-82
| -76% | -$14K | ﹤0.01% | 2557 |
|
|
2023
Q2 | $17.7K | Buy |
108
+61
| +130% | +$10K | ﹤0.01% | 2067 |
|
|
2023
Q1 | $2.21K | Sell |
47
-70
| -60% | -$3.3K | ﹤0.01% | 2864 |
|
|
2022
Q4 | $6K | Sell |
117
-10
| -8% | -$513 | ﹤0.01% | 3687 |
|
|
2022
Q3 | $6K | Buy |
127
+80
| +170% | +$3.78K | ﹤0.01% | 3929 |
|
|
2022
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 4118 |
|
|
2022
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 4118 |
|
|
2021
Q4 | $5K | Hold |
47
| – | – | ﹤0.01% | 2436 |
|
|
2021
Q3 | $3K | Hold |
47
| – | – | ﹤0.01% | 2654 |
|
|
2021
Q2 | $4K | Sell |
47
-38
| -45% | -$3.23K | ﹤0.01% | 2525 |
|
|
2021
Q1 | $6K | Sell |
85
-38
| -31% | -$2.68K | ﹤0.01% | 2318 |
|
|
2020
Q4 | $6K | Sell |
123
-48
| -28% | -$2.34K | ﹤0.01% | 2236 |
|
|
2020
Q3 | $9K | Buy |
171
+43
| +34% | +$2.26K | ﹤0.01% | 1931 |
|
|
2020
Q2 | $5K | Buy |
128
+9
| +8% | +$352 | ﹤0.01% | 2067 |
|
|
2020
Q1 | $5K | Buy |
119
+58
| +95% | +$2.44K | ﹤0.01% | 2029 |
|
|
2019
Q4 | $3K | Sell |
61
-8
| -12% | -$393 | ﹤0.01% | 2358 |
|
|
2019
Q3 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 2522 |
|
|
2019
Q1 | – | Sell |
-91
| Closed | -$4K | – | 2686 |
|
|
2018
Q4 | $4K | Sell |
91
-100
| -52% | -$4.4K | ﹤0.01% | 2883 |
|
|
2018
Q3 | $11K | Sell |
191
-9
| -5% | -$518 | ﹤0.01% | 2759 |
|
|
2018
Q2 | $9K | Sell |
200
-107
| -35% | -$4.82K | ﹤0.01% | 2912 |
|
|
2018
Q1 | $13K | Hold |
307
| – | – | ﹤0.01% | 2627 |
|
|
2017
Q4 | $13K | Hold |
307
| – | – | ﹤0.01% | 2624 |
|
|
2017
Q3 | $11K | Buy |
307
+7
| +2% | +$251 | ﹤0.01% | 2921 |
|
|
2017
Q2 | $11K | Buy |
300
+68
| +29% | +$2.49K | ﹤0.01% | 2913 |
|
|
2017
Q1 | $9K | Sell |
232
-106
| -31% | -$4.11K | ﹤0.01% | 2941 |
|
|
2016
Q4 | $11K | Buy |
338
+21
| +7% | +$683 | ﹤0.01% | 2816 |
|
|
2016
Q3 | $9K | Buy |
317
+79
| +33% | +$2.24K | ﹤0.01% | 2873 |
|
|
2016
Q2 | $8K | Buy |
+238
| New | +$8K | ﹤0.01% | 2850 |
|
|
2016
Q1 | – | Sell |
-252
| Closed | -$7K | – | 2717 |
|
|
2015
Q4 | $7K | Buy |
+252
| New | +$7K | ﹤0.01% | 2744 |
|