LPL Financial’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 | $14M | Buy |
26,063
+2,543
| +11% | +$1.36M | ﹤0.01% | 1483 |
|
|
2025
Q1 | $7.58M | Buy |
23,520
+922
| +4% | +$297K | ﹤0.01% | 1810 |
|
|
2024
Q4 | $9.58M | Buy |
22,598
+6,438
| +40% | +$2.73M | ﹤0.01% | 1572 |
|
|
2024
Q3 | $6.31M | Buy |
16,160
+2,307
| +17% | +$901K | ﹤0.01% | 1792 |
|
|
2024
Q2 | $4.21M | Buy |
13,853
+3,468
| +33% | +$1.05M | ﹤0.01% | 1986 |
|
|
2024
Q1 | $3.3M | Sell |
10,385
-4,776
| -32% | -$1.52M | ﹤0.01% | 2095 |
|
|
2023
Q4 | $3.12M | Sell |
15,161
-3,635
| -19% | -$748K | ﹤0.01% | 2037 |
|
|
2023
Q3 | $3.2M | Buy |
18,796
+1,579
| +9% | +$269K | ﹤0.01% | 1901 |
|
|
2023
Q2 | $2.83M | Buy |
17,217
+1,883
| +12% | +$309K | ﹤0.01% | 1962 |
|
|
2023
Q1 | $2.24M | Buy |
15,334
+5,383
| +54% | +$786K | ﹤0.01% | 2053 |
|
|
2022
Q4 | $1.15M | Buy |
9,951
+2,990
| +43% | +$344K | ﹤0.01% | 2530 |
|
|
2022
Q3 | $678K | Buy |
6,961
+34
| +0.5% | +$3.31K | ﹤0.01% | 2853 |
|
|
2022
Q2 | $576K | Sell |
6,927
-145
| -2% | -$12.1K | ﹤0.01% | 3070 |
|
|
2022
Q1 | $629K | Buy |
7,072
+217
| +3% | +$19.3K | ﹤0.01% | 3009 |
|
|
2021
Q4 | $678K | Buy |
6,855
+1,891
| +38% | +$187K | ﹤0.01% | 3003 |
|
|
2021
Q3 | $354K | Buy |
4,964
+1,178
| +31% | +$84K | ﹤0.01% | 3499 |
|
|
2021
Q2 | $298K | Buy |
3,786
+614
| +19% | +$48.3K | ﹤0.01% | 3574 |
|
|
2021
Q1 | $237K | Buy |
+3,172
| New | +$237K | ﹤0.01% | 3618 |
|