AAS
SUM

Avantax Advisory Services’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Avantax Advisory Services’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,092
Closed -$409K – 2346
2024
Q4 		$409K Sell
8,092
-3,274
-29% -$166K ﹤0.01% 1576
2024
Q3 		$444K Buy
11,366
+46
+0.4% +$1.8K ﹤0.01% 1491
2024
Q2 		$414K Buy
+11,320
New +$414K ﹤0.01% 1486