Bell Investment 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
Q1 | – | Sell |
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|
2024
Q4 | $19.6K | Sell |
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2024
Q3 | $16.4K | Hold |
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2024
Q2 | $15.4K | Buy |
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|
2024
Q1 | $13.3K | Hold |
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|
2023
Q4 | $11.5K | Buy |
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|
2023
Q3 | $8.88K | Hold |
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|
2023
Q2 | $10.8K | Buy |
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|
2023
Q1 | $5.38K | Buy |
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|
2022
Q4 | $2.04K | Sell |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $3K | Buy |
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|
2021
Q4 | $1K | Buy |
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