Sequoia Financial Advisors’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 | $907K | Buy |
1,691
+260
| +18% | +$139K | 0.01% | 720 |
|
|
2025
Q1 | $461K | Buy |
1,431
+18
| +1% | +$5.8K | ﹤0.01% | 881 |
|
|
2024
Q4 | $599K | Sell |
1,413
-91
| -6% | -$38.6K | 0.01% | 740 |
|
|
2024
Q3 | $587K | Buy |
1,504
+77
| +5% | +$30.1K | 0.01% | 694 |
|
|
2024
Q2 | $434K | Sell |
1,427
-11
| -0.8% | -$3.35K | 0.01% | 749 |
|
|
2024
Q1 | $457K | Sell |
1,438
-102
| -7% | -$32.4K | 0.01% | 713 |
|
|
2023
Q4 | $317K | Sell |
1,540
-192
| -11% | -$39.5K | ﹤0.01% | 904 |
|
|
2023
Q3 | $295K | Buy |
1,732
+49
| +3% | +$8.35K | 0.01% | 693 |
|
|
2023
Q2 | $276K | Buy |
1,683
+206
| +14% | +$33.8K | ﹤0.01% | 729 |
|
|
2023
Q1 | $216K | Buy |
+1,477
| New | +$216K | ﹤0.01% | 738 |
|