IFP Advisors’s SiteOne Landscape Supply SITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $64.3K | Buy |
483
+177
| +58% | +$25K | ﹤0.01% | 2110 |
|
|
2025
Q4 | $38.1K | Buy |
306
+158
| +107% | +$20K | ﹤0.01% | 2352 |
|
|
2025
Q3 | $19.1K | Buy |
148
+28
| +23% | +$3.8K | ﹤0.01% | 2597 |
|
|
2025
Q2 | $14.5K | Buy |
120
+84
| +233% | +$9.93K | ﹤0.01% | 2721 |
|
|
2025
Q1 | $4.37K | Buy |
36
+20
| +125% | +$2.65K | ﹤0.01% | 2897 |
|
|
2024
Q4 | $2.11K | Buy |
16
+9
| +129% | +$1.3K | ﹤0.01% | 3086 |
|
|
2024
Q3 | $1.06K | Sell |
7
-1
| -13% | -$137 | ﹤0.01% | 3069 |
|
|
2024
Q2 | $971 | Sell |
8
-9
| -53% | -$1.36K | ﹤0.01% | 2994 |
|
|
2024
Q1 | $2.97K | Buy |
+17
| New | +$2.81K | ﹤0.01% | 2597 |
|
|
2023
Q4 | – | Sell |
-66
| Closed | -$10.8K | – | 3306 |
|
|
2023
Q3 | $10.8K | Buy |
+66
| New | +$10.8K | ﹤0.01% | 2226 |
|
|
2023
Q1 | – | Sell |
-74
| Closed | -$6K | – | 4281 |
|
|
2022
Q4 | $6K | Sell |
74
-2
| -3% | -$233 | ﹤0.01% | 3725 |
|
|
2022
Q3 | $7K | Hold |
76
| – | – | ﹤0.01% | 3876 |
|
|
2022
Q2 | $7K | Hold |
76
| – | – | ﹤0.01% | 3623 |
|
|
2022
Q1 | $7K | Buy |
76
+72
| +1,800% | +$13.1K | ﹤0.01% | 3622 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 3109 |
|
|
2021
Q3 | $1K | Buy |
+4
| New | +$756 | ﹤0.01% | 3121 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4225 |
|
|
2021
Q1 | – | Sell |
-248
| Closed | -$41.2K | – | 4129 |
|
|
2020
Q4 | $39K | Hold |
248
| – | – | ﹤0.01% | 1538 |
|
|
2020
Q3 | $30K | Hold |
248
| – | – | ﹤0.01% | 1477 |
|
|
2020
Q2 | $27K | Sell |
248
-56
| -18% | -$5.21K | ﹤0.01% | 1465 |
|
|
2020
Q1 | $22K | Buy |
304
+35
| +13% | +$3.2K | ﹤0.01% | 1447 |
|
|
2019
Q4 | $24K | Buy |
269
+21
| +8% | +$1.78K | ﹤0.01% | 1547 |
|
|
2019
Q3 | $18K | Buy |
+248
| New | +$18.2K | ﹤0.01% | 1813 |
|
|
2019
Q1 | – | Sell |
-248
| Closed | -$14K | – | 3283 |
|
|
2018
Q4 | $14K | Hold |
248
| – | – | ﹤0.01% | 2339 |
|
|
2018
Q3 | $19K | Hold |
248
| – | – | ﹤0.01% | 2484 |
|
|
2018
Q2 | $21K | Hold |
248
| – | – | ﹤0.01% | 2438 |
|
|
2018
Q1 | $19K | Hold |
248
| – | – | ﹤0.01% | 2418 |
|
|
2017
Q4 | $19K | Hold |
248
| – | – | ﹤0.01% | 2454 |
|
|
2017
Q3 | $14K | Buy |
+248
| New | +$13K | ﹤0.01% | 2840 |
|
Other funds holding SITE
WA
VCM
VPM
CCA