Orion Portfolio Solutions’s Comfort Systems FIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.81M | Buy |
11,817
+158
| +1% | +$50.9K | 0.04% | 433 |
|
|
2024
Q4 | $4.94M | Sell |
11,659
-2,250
| -16% | -$954K | 0.05% | 334 |
|
|
2024
Q3 | $5.43M | Sell |
13,909
-1,765
| -11% | -$689K | 0.05% | 313 |
|
|
2024
Q2 | $4.77M | Sell |
15,674
-3,631
| -19% | -$1.1M | 0.05% | 317 |
|
|
2024
Q1 | $6.13M | Sell |
19,305
-4,572
| -19% | -$1.45M | 0.07% | 284 |
|
|
2023
Q4 | $4.75M | Sell |
23,877
-2,655
| -10% | -$528K | 0.06% | 319 |
|
|
2023
Q3 | $4.52M | Sell |
26,532
-3,738
| -12% | -$637K | 0.05% | 322 |
|
|
2023
Q2 | $4.97M | Sell |
30,270
-2,560
| -8% | -$420K | 0.05% | 328 |
|
|
2023
Q1 | $4.79M | Buy |
+32,830
| New | +$4.79M | 0.06% | 286 |
|
|
2020
Q3 | – | Sell |
-36
| Closed | -$1K | – | 975 |
|
|
2020
Q2 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 1966 |
|