Steward Partners Investment Advisory’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Sell |
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|
2025
Q1 | $727K | Buy |
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|
2024
Q4 | $749K | Buy |
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|
2024
Q3 | $281K | Buy |
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|
2024
Q2 | $170K | Hold |
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|
2024
Q1 | $177K | Buy |
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|
2023
Q4 | $110K | Hold |
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|
2023
Q3 | $91.3K | Hold |
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|
2023
Q2 | $88K | Hold |
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|
2023
Q1 | $78.2K | Hold |
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|
2022
Q4 | $61.7K | Hold |
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|
2022
Q3 | $52K | Hold |
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|
2022
Q2 | $45K | Hold |
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|
2022
Q1 | $48K | Buy |
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|
2021
Q4 | $10K | Sell |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $16K | Buy |
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|
2021
Q1 | $15.2K | Sell |
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|
2020
Q4 | $13K | Buy |
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|
2020
Q3 | $10K | Buy |
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|
2020
Q2 | $8K | Buy |
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|
2020
Q1 | $7K | Buy |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $8K | Hold |
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|
2019
Q2 | $10K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $8K | Hold |
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|
2017
Q4 | $8K | Hold |
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|
2017
Q3 | $7K | Hold |
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|
2017
Q2 | $7K | Buy |
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