LPL Financial’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $68.5M | Sell |
49,660
-3,894
| -7% | -$4.94M | 0.02% | 771 |
|
|
2025
Q4 | $50M | Sell |
53,554
-1,112
| -2% | -$1.03M | 0.01% | 869 |
|
|
2025
Q3 | $45.1M | Buy |
54,666
+28,603
| +110% | +$19.4M | 0.01% | 897 |
|
|
2025
Q2 | $14M | Buy |
26,063
+2,543
| +11% | +$1.11M | ﹤0.01% | 1485 |
|
|
2025
Q1 | $7.58M | Buy |
23,520
+922
| +4% | +$372K | ﹤0.01% | 1814 |
|
|
2024
Q4 | $9.58M | Buy |
22,598
+6,438
| +40% | +$2.83M | ﹤0.01% | 1576 |
|
|
2024
Q3 | $6.31M | Buy |
16,160
+2,307
| +17% | +$760K | ﹤0.01% | 1799 |
|
|
2024
Q2 | $4.21M | Buy |
13,853
+3,468
| +33% | +$1.1M | ﹤0.01% | 1996 |
|
|
2024
Q1 | $3.3M | Sell |
10,385
-4,776
| -32% | -$1.22M | ﹤0.01% | 2107 |
|
|
2023
Q4 | $3.12M | Sell |
15,161
-3,635
| -19% | -$672K | ﹤0.01% | 2048 |
|
|
2023
Q3 | $3.2M | Buy |
18,796
+1,579
| +9% | +$277K | ﹤0.01% | 1907 |
|
|
2023
Q2 | $2.83M | Buy |
17,217
+1,883
| +12% | +$280K | ﹤0.01% | 1966 |
|
|
2023
Q1 | $2.24M | Buy |
15,334
+5,383
| +54% | +$698K | ﹤0.01% | 2056 |
|
|
2022
Q4 | $1.15M | Buy |
9,951
+2,990
| +43% | +$348K | ﹤0.01% | 2535 |
|
|
2022
Q3 | $678K | Buy |
6,961
+34
| +0.5% | +$3.33K | ﹤0.01% | 2865 |
|
|
2022
Q2 | $576K | Sell |
6,927
-145
| -2% | -$12.5K | ﹤0.01% | 3083 |
|
|
2022
Q1 | $629K | Buy |
7,072
+217
| +3% | +$19.5K | ﹤0.01% | 3017 |
|
|
2021
Q4 | $678K | Buy |
6,855
+1,891
| +38% | +$175K | ﹤0.01% | 3012 |
|
|
2021
Q3 | $354K | Buy |
4,964
+1,178
| +31% | +$87.7K | ﹤0.01% | 3515 |
|
|
2021
Q2 | $298K | Buy |
3,786
+614
| +19% | +$50K | ﹤0.01% | 3587 |
|
|
2021
Q1 | $237K | Buy |
+3,172
| New | +$203K | ﹤0.01% | 3638 |
|
Other funds holding FIX
VCM
VPM
