RFG Advisory’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
$4.32M Buy
8,050
+343
+4% +$184K 0.1% 157
2025
Q1
$2.48M Buy
7,707
+982
+15% +$317K 0.07% 227
2024
Q4
$2.85M Buy
6,725
+275
+4% +$117K 0.08% 194
2024
Q3
$2.52M Buy
+6,450
New +$2.52M 0.08% 203