IFP Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-38
| Closed | -$2.63K | – | 5089 |
|
|
2025
Q1 | $2.63K | Hold |
38
| – | – | ﹤0.01% | 3060 |
|
|
2024
Q4 | $2.53K | Sell |
38
-6
| -14% | -$280 | ﹤0.01% | 3013 |
|
|
2024
Q3 | $1.72K | Buy |
+44
| New | +$1.69K | ﹤0.01% | 2952 |
|
|
2023
Q1 | – | Sell |
-647
| Closed | -$19K | – | 4521 |
|
|
2022
Q4 | $19K | Buy |
647
+57
| +10% | +$1.57K | ﹤0.01% | 2946 |
|
|
2022
Q3 | $18K | Buy |
590
+183
| +45% | +$4.91K | ﹤0.01% | 3214 |
|
|
2022
Q2 | $11K | Hold |
407
| – | – | ﹤0.01% | 3364 |
|
|
2022
Q1 | $11K | Buy |
+407
| New | +$13.6K | ﹤0.01% | 3363 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4795 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4571 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4444 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4230 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4072 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3886 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3800 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3717 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3739 |
|
|
2019
Q1 | – | Sell |
-94
| Closed | -$1K | – | 3554 |
|
|
2018
Q4 | $1K | Sell |
94
-78
| -45% | -$1.08K | ﹤0.01% | 3413 |
|
|
2018
Q3 | $3K | Sell |
172
-42
| -20% | -$913 | ﹤0.01% | 3462 |
|
|
2018
Q2 | $6K | Buy |
214
+59
| +38% | +$1.64K | ﹤0.01% | 3199 |
|
|
2018
Q1 | $5K | Hold |
155
| – | – | ﹤0.01% | 3205 |
|
|
2017
Q4 | $5K | Hold |
155
| – | – | ﹤0.01% | 3253 |
|
|
2017
Q3 | $5K | Hold |
155
| – | – | ﹤0.01% | 3428 |
|
|
2017
Q2 | $4K | Hold |
155
| – | – | ﹤0.01% | 3551 |
|
|
2017
Q1 | $4K | Buy |
+155
| New | +$3.64K | ﹤0.01% | 3452 |
|