Proficio Capital Partners’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 | $604K | Sell |
1,127
-71
| -6% | -$38.1K | 0.04% | 218 |
|
2025
Q1 | $386K | Sell |
1,198
-13
| -1% | -$4.19K | 0.03% | 253 |
|
2024
Q4 | $514K | Buy |
+1,211
| New | +$514K | 0.04% | 184 |
|
2024
Q3 | – | Sell |
-1,461
| Closed | -$444K | – | 306 |
|
2024
Q2 | $444K | Sell |
1,461
-102
| -7% | -$31K | 0.05% | 185 |
|
2024
Q1 | $497K | Sell |
1,563
-134
| -8% | -$42.6K | 0.05% | 166 |
|
2023
Q4 | $349K | Sell |
1,697
-110
| -6% | -$22.6K | 0.04% | 194 |
|
2023
Q3 | $308K | Hold |
1,807
| – | – | 0.04% | 212 |
|
2023
Q2 | $297K | Buy |
1,807
+11
| +0.6% | +$1.81K | 0.04% | 218 |
|
2023
Q1 | $262K | Buy |
+1,796
| New | +$262K | 0.04% | 232 |
|
2018
Q4 | – | Sell |
-385
| Closed | -$22K | – | 1199 |
|
2018
Q3 | $22K | Hold |
385
| – | – | 0.01% | 554 |
|
2018
Q2 | $18K | Hold |
385
| – | – | 0.01% | 635 |
|
2018
Q1 | $16K | Hold |
385
| – | – | ﹤0.01% | 652 |
|
2017
Q4 | $17K | Buy |
+385
| New | +$17K | 0.01% | 630 |
|