Stifel Financial’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.8M | Sell |
25,271
-406
| -2% | -$515K | 0.03% | 447 |
|
|
2025
Q4 | $24M | Sell |
25,677
-1,230
| -5% | -$1.14M | 0.02% | 567 |
|
|
2025
Q3 | $22.2M | Buy |
26,907
+6,902
| +35% | +$4.68M | 0.02% | 586 |
|
|
2025
Q2 | $10.7M | Buy |
20,005
+4,573
| +30% | +$1.99M | 0.01% | 848 |
|
|
2025
Q1 | $4.97M | Sell |
15,432
-691
| -4% | -$279K | 0.01% | 1197 |
|
|
2024
Q4 | $6.84M | Sell |
16,123
-2,934
| -15% | -$1.29M | 0.01% | 1039 |
|
|
2024
Q3 | $7.44M | Sell |
19,057
-3,078
| -14% | -$1.01M | 0.01% | 990 |
|
|
2024
Q2 | $6.73M | Buy |
22,135
+2,232
| +11% | +$709K | 0.01% | 978 |
|
|
2024
Q1 | $6.32M | Sell |
19,903
-1,056
| -5% | -$270K | 0.01% | 1017 |
|
|
2023
Q4 | $4.31M | Buy |
20,959
+10,042
| +92% | +$1.86M | 0.01% | 1195 |
|
|
2023
Q3 | $1.86M | Buy |
10,917
+268
| +3% | +$47K | ﹤0.01% | 1639 |
|
|
2023
Q2 | $1.75M | Sell |
10,649
-688
| -6% | -$102K | ﹤0.01% | 1721 |
|
|
2023
Q1 | $1.65M | Sell |
11,337
-48
| -0.4% | -$6.23K | ﹤0.01% | 1703 |
|
|
2022
Q4 | $1.31M | Sell |
11,385
-554
| -5% | -$64.4K | ﹤0.01% | 1806 |
|
|
2022
Q3 | $1.16M | Buy |
11,939
+4,679
| +64% | +$459K | ﹤0.01% | 1868 |
|
|
2022
Q2 | $603K | Buy |
+7,260
| New | +$624K | ﹤0.01% | 2359 |
|
|
2020
Q2 | – | Sell |
-7,667
| Closed | -$275K | – | 2878 |
|
|
2020
Q1 | $275K | Buy |
7,667
+1,983
| +35% | +$87.8K | ﹤0.01% | 2241 |
|
|
2019
Q4 | $280K | Sell |
5,684
-185,392
| -97% | -$9.01M | ﹤0.01% | 2571 |
|
|
2019
Q3 | $8.44M | Sell |
191,076
-96,542
| -34% | -$4.21M | 0.02% | 628 |
|
|
2019
Q2 | $14.7M | Sell |
287,618
-7,275
| -2% | -$374K | 0.04% | 434 |
|
|
2019
Q1 | $15.5M | Sell |
294,893
-59,261
| -17% | -$2.96M | 0.04% | 385 |
|
|
2018
Q4 | $15.5M | Buy |
354,154
+66,483
| +23% | +$3.4M | 0.05% | 346 |
|
|
2018
Q3 | $16.2M | Sell |
287,671
-214,506
| -43% | -$11.5M | 0.05% | 360 |
|
|
2018
Q2 | $23M | Buy |
502,177
+12,970
| +3% | +$578K | 0.07% | 276 |
|
|
2018
Q1 | $20.2M | Buy |
489,207
+28,566
| +6% | +$1.2M | 0.06% | 301 |
|
|
2017
Q4 | $20.1M | Buy |
460,641
+12,416
| +3% | +$508K | 0.06% | 303 |
|
|
2017
Q3 | $16M | Buy |
448,225
+30,971
| +7% | +$1.07M | 0.06% | 342 |
|
|
2017
Q2 | $15.5M | Buy |
417,254
+62,344
| +18% | +$2.21M | 0.06% | 332 |
|
|
2017
Q1 | $13M | Buy |
354,910
+57,767
| +19% | +$2.01M | 0.05% | 368 |
|
|
2016
Q4 | $9.88M | Buy |
297,143
+56,841
| +24% | +$1.77M | 0.04% | 418 |
|
|
2016
Q3 | $7.05M | Buy |
240,302
+33,641
| +16% | +$1M | 0.03% | 506 |
|
|
2016
Q2 | $6.73M | Buy |
206,661
+38,857
| +23% | +$1.24M | 0.03% | 492 |
|
|
2016
Q1 | $5.33M | Buy |
167,804
+34,759
| +26% | +$983K | 0.03% | 522 |
|
|
2015
Q4 | $3.78M | Buy |
133,045
+22,133
| +20% | +$673K | 0.02% | 688 |
|
|
2015
Q3 | $3.02M | Buy |
110,912
+38,060
| +52% | +$1.02M | 0.02% | 743 |
|
|
2015
Q2 | $1.67M | Buy |
+72,852
| New | +$1.6M | 0.01% | 1102 |
|
Other funds holding FIX
VCM
VPM
