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 | – | 5066 |
|
|
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 | – | 4518 |
|
|
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 |
|
|
2019
Q1 | – | Sell |
-94
| Closed | -$1K | – | 3542 |
|
|
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 |
|
Other funds holding SUM
IFP Advisors's SUM Position: Q2 2025 in Review
IFP Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q2 2025, closing a stake of 38 shares — an estimated $2.63K sold.
IFP Advisors first reported a position in SUM in Q1 2017 and held it in 15 quarters. The position peaked at $19K in Q4 2022. 2 funds tracked by Wall St. Rank hold SUM as of Q2 2025.
- IFP Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q2 2025 after selling out during the quarter.
- IFP Advisors sold 38 Summit Materials, Inc. Class A Common Stock shares in Q2 2025, an estimated $2.63K.
- IFP Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2017 and held it in 15 quarters.
- IFP Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $19K in Q4 2022.
- 2 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q2 2025.
Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.