Yorktown Management & Research Company’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 | $1.88M | Sell |
3,500
-400
| -10% | -$214K | 1.79% | 4 |
|
|
2025
Q1 | $1.26M | Hold |
3,900
| – | – | 1.37% | 4 |
|
|
2024
Q4 | $1.65M | Hold |
3,900
| – | – | 1.59% | 2 |
|
|
2024
Q3 | $1.52M | Hold |
3,900
| – | – | 1.56% | 1 |
|
|
2024
Q2 | $1.19M | Buy |
3,900
+2,300
| +144% | +$699K | 1.27% | 6 |
|
|
2024
Q1 | $508K | Hold |
1,600
| – | – | 0.48% | 61 |
|
|
2023
Q4 | $329K | Buy |
+1,600
| New | +$329K | 0.34% | 147 |
|