Concord Wealth Partners’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-110
| Closed | -$5.57K | – | 993 |
|
|
2024
Q4 | $5.57K | Hold |
110
| – | – | ﹤0.01% | 588 |
|
|
2024
Q3 | $4.29K | Buy |
110
+11
| +11% | +$429 | ﹤0.01% | 658 |
|
|
2024
Q2 | $3.62K | Hold |
99
| – | – | ﹤0.01% | 608 |
|
|
2024
Q1 | $4.41K | Hold |
99
| – | – | ﹤0.01% | 669 |
|
|
2023
Q4 | $3.81K | Hold |
99
| – | – | ﹤0.01% | 664 |
|
|
2023
Q3 | $3.08K | Hold |
99
| – | – | ﹤0.01% | 800 |
|
|
2023
Q2 | $3.75K | Hold |
99
| – | – | ﹤0.01% | 764 |
|
|
2023
Q1 | $2.82K | Hold |
99
| – | – | ﹤0.01% | 764 |
|
|
2022
Q4 | $2.81K | Buy |
+99
| New | +$2.81K | ﹤0.01% | 879 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$2K | – | 1225 |
|
|
2022
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1083 |
|
|
2022
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1050 |
|
|
2021
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 1023 |
|
|
2021
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 719 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 853 |
|
|
2021
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 787 |
|
|
2020
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 576 |
|