SUM
Cetera Investment Advisers’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,141
| Closed | -$260K | – | 4050 |
|
|
2024
Q4 | $260K | Sell |
5,141
-4,217
| -45% | -$213K | ﹤0.01% | 3214 |
|
|
2024
Q3 | $365K | Sell |
9,358
-85
| -0.9% | -$3.32K | ﹤0.01% | 2907 |
|
|
2024
Q2 | $346K | Sell |
9,443
-1,874
| -17% | -$68.6K | ﹤0.01% | 2911 |
|
|
2024
Q1 | $504K | Buy |
+11,317
| New | +$504K | ﹤0.01% | 2600 |
|