CAS
SUM

Coppell Advisory Solutions’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Coppell Advisory Solutions’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
-700
Closed -$35.4K – 1986
2024
Q4 		$35.4K Buy
700
+153
+28% +$7.73K ﹤0.01% 692
2024
Q3 		$21.2K Hold
547
– – ﹤0.01% 852
2024
Q2 		$20K Buy
+547
New +$20K ﹤0.01% 781
2023
Q4 		$21K Buy
+547
New +$21K ﹤0.01% 723