Sowell Financial Services’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 | $874K | Sell |
1,630
-218
| -12% | -$117K | 0.04% | 452 |
|
2025
Q1 | $596K | Buy |
+1,848
| New | +$596K | 0.03% | 544 |
|
2021
Q1 | – | Sell |
-178
| Closed | -$9K | – | 3158 |
|
2020
Q4 | $9K | Buy |
178
+177
| +17,700% | +$8.95K | ﹤0.01% | 2057 |
|
2020
Q3 | $0 | Sell |
1
-122
| -99% | – | ﹤0.01% | 2588 |
|
2020
Q2 | $5K | Hold |
123
| – | – | ﹤0.01% | 1892 |
|
2020
Q1 | $4K | Hold |
123
| – | – | ﹤0.01% | 1887 |
|
2019
Q4 | $6K | Buy |
+123
| New | +$6K | ﹤0.01% | 1836 |
|