Kestra Advisory Services’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 | $2.4M | Buy |
4,479
+581
| +15% | +$312K | 0.01% | 984 |
|
|
2025
Q1 | $1.26M | Buy |
3,898
+362
| +10% | +$117K | 0.01% | 1249 |
|
|
2024
Q4 | $1.5M | Buy |
3,536
+53
| +2% | +$22.5K | 0.01% | 1159 |
|
|
2024
Q3 | $1.36M | Buy |
3,483
+1,935
| +125% | +$755K | 0.01% | 1154 |
|
|
2024
Q2 | $440K | Sell |
1,548
-1,729
| -53% | -$492K | ﹤0.01% | 1857 |
|
|
2024
Q1 | $1.04M | Sell |
3,277
-210
| -6% | -$66.7K | 0.01% | 1215 |
|
|
2023
Q4 | $717K | Buy |
+3,487
| New | +$717K | 0.01% | 1300 |
|
|
2023
Q1 | – | Sell |
-4,602
| Closed | -$530K | – | 2153 |
|
|
2022
Q4 | $530K | Buy |
+4,602
| New | +$530K | ﹤0.01% | 1378 |
|