KFS
FIX icon

Kelly Financial Services’s Comfort Systems FIX Stock Holding History

Kelly Financial Services’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-116
Closed -$35.4K – 315
2024
Q2 		$35.4K Hold
116
– – 0.01% 263
2024
Q1 		$37K Hold
116
– – 0.01% 257
2023
Q4 		$23.9K Hold
116
– – 0.01% 281
2023
Q3 		$19.8K Hold
116
– – 0.01% 282
2023
Q2 		$19K Hold
116
– – 0.01% 291
2023
Q1 		$16.9K Hold
116
– – 0.01% 292
2022
Q4 		$13.3K Buy
116
+1
+0.9% +$116 0.01% 303
2022
Q3 		$11.2K Hold
115
– – 0.01% 314
2022
Q2 		$9.59K Hold
115
– – 0.01% 327
2022
Q1 		$10.3K Hold
115
– – ﹤0.01% 337
2021
Q4 		$11.4K Sell
115
-1
-0.9% -$92 0.01% 326
2021
Q3 		$8.26K Sell
116
-8,997
-99% -$670K ﹤0.01% 354
2021
Q2 		$116K Buy
9,113
+8,998
+7,824% +$733K ﹤0.01% 358
2021
Q1 		$8.63K Hold
115
– – 0.01% 322
2020
Q4 		$6.07K Hold
115
– – ﹤0.01% 339
2020
Q3 		$5.93K Hold
115
– – ﹤0.01% 317
2020
Q2 		$4.68K Buy
115
+1
+0.9% +$36 ﹤0.01% 346
2020
Q1 		$4.18K Hold
114
– – 0.01% 317
2019
Q4 		$5.69K Hold
114
– – ﹤0.01% 289
2019
Q3 		$5.04K Hold
114
– – ﹤0.01% 289
2019
Q2 		$5.79K Buy
114
+1
+0.9% +$51 0.01% 274
2019
Q1 		$5.94K Buy
+113
New +$5.64K 0.01% 276

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Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return