Steward Partners Investment 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 | $966K | Sell |
1,802
-454
| -20% | -$243K | 0.01% | 1006 |
|
|
2025
Q1 | $727K | Buy |
2,256
+491
| +28% | +$158K | 0.01% | 1047 |
|
|
2024
Q4 | $749K | Buy |
1,765
+1,045
| +145% | +$443K | 0.01% | 978 |
|
|
2024
Q3 | $281K | Buy |
720
+162
| +29% | +$63.2K | ﹤0.01% | 1361 |
|
|
2024
Q2 | $170K | Hold |
558
| – | – | ﹤0.01% | 1521 |
|
|
2024
Q1 | $177K | Buy |
558
+22
| +4% | +$6.99K | ﹤0.01% | 1495 |
|
|
2023
Q4 | $110K | Hold |
536
| – | – | ﹤0.01% | 1640 |
|
|
2023
Q3 | $91.3K | Hold |
536
| – | – | ﹤0.01% | 1619 |
|
|
2023
Q2 | $88K | Hold |
536
| – | – | ﹤0.01% | 1641 |
|
|
2023
Q1 | $78.2K | Hold |
536
| – | – | ﹤0.01% | 1683 |
|
|
2022
Q4 | $61.7K | Hold |
536
| – | – | ﹤0.01% | 1749 |
|
|
2022
Q3 | $52K | Hold |
536
| – | – | ﹤0.01% | 1763 |
|
|
2022
Q2 | $45K | Hold |
536
| – | – | ﹤0.01% | 1852 |
|
|
2022
Q1 | $48K | Buy |
536
+433
| +420% | +$38.8K | ﹤0.01% | 1937 |
|
|
2021
Q4 | $10K | Sell |
103
-101
| -50% | -$9.81K | ﹤0.01% | 2588 |
|
|
2021
Q3 | $15K | Hold |
204
| – | – | ﹤0.01% | 2448 |
|
|
2021
Q2 | $16K | Buy |
204
+1
| +0.5% | +$78 | ﹤0.01% | 5389 |
|
|
2021
Q1 | $15.2K | Sell |
203
-38
| -16% | -$2.85K | ﹤0.01% | 2593 |
|
|
2020
Q4 | $13K | Buy |
241
+38
| +19% | +$2.05K | ﹤0.01% | 2205 |
|
|
2020
Q3 | $10K | Buy |
203
+1
| +0.5% | +$49 | ﹤0.01% | 2132 |
|
|
2020
Q2 | $8K | Buy |
202
+1
| +0.5% | +$40 | ﹤0.01% | 2117 |
|
|
2020
Q1 | $7K | Buy |
201
+1
| +0.5% | +$35 | ﹤0.01% | 1959 |
|
|
2019
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 2003 |
|
|
2019
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 2084 |
|
|
2019
Q2 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 1976 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$11K | – | 1240 |
|
|
2018
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 1831 |
|
|
2018
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 1773 |
|
|
2018
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 1642 |
|
|
2017
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 1400 |
|
|
2017
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 1202 |
|
|
2017
Q2 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 1136 |
|