SFS
Summit Financial Strategies’s Installed Building Products IBP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
2,110
+10
| +0.5% | +$1.8K | 0.04% | 105 |
|
|
2025
Q1 | $360K | Buy |
2,100
+50
| +2% | +$8.57K | 0.04% | 103 |
|
|
2024
Q4 | $359K | Hold |
2,050
| – | – | 0.04% | 101 |
|
|
2024
Q3 | $505K | Hold |
2,050
| – | – | 0.06% | 83 |
|
|
2024
Q2 | $422K | Hold |
2,050
| – | – | 0.05% | 91 |
|
|
2024
Q1 | $530K | Hold |
2,050
| – | – | 0.07% | 74 |
|
|
2023
Q4 | $375K | Hold |
2,050
| – | – | 0.06% | 93 |
|
|
2023
Q3 | $256K | Sell |
2,050
-596
| -23% | -$74.4K | 0.05% | 105 |
|
|
2023
Q2 | $371K | Sell |
2,646
-1,185
| -31% | -$166K | 0.07% | 88 |
|
|
2023
Q1 | $437K | Hold |
3,831
| – | – | 0.09% | 76 |
|
|
2022
Q4 | $328K | Buy |
+3,831
| New | +$328K | 0.07% | 86 |
|
|
2022
Q1 | – | Sell |
-2,372
| Closed | -$331K | – | 126 |
|
|
2021
Q4 | $331K | Sell |
2,372
-1,000
| -30% | -$140K | 0.06% | 85 |
|
|
2021
Q3 | $361K | Sell |
3,372
-457
| -12% | -$48.9K | 0.07% | 76 |
|
|
2021
Q2 | $469K | Buy |
+3,829
| New | +$469K | 0.09% | 64 |
|
|
2015
Q3 | – | Sell |
-14,861
| Closed | -$364K | – | 47 |
|
|
2015
Q2 | $364K | Buy |
+14,861
| New | +$364K | 0.28% | 32 |
|