KAS
SUM

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

Kestra 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
-9,795
Closed -$496K – 2911
2024
Q4 		$496K Buy
9,795
+141
+1% +$7.14K ﹤0.01% 1869
2024
Q3 		$377K Buy
9,654
+2
+0% +$78 ﹤0.01% 1938
2024
Q2 		$353K Sell
9,652
-64
-0.7% -$2.34K ﹤0.01% 2017
2024
Q1 		$433K Buy
+9,716
New +$433K ﹤0.01% 1757