Creative Financial Designs’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 |
-122
| Closed | -$6.17K | – | 2142 |
|
2024
Q4 | $6.17K | Hold |
122
| – | – | ﹤0.01% | 1378 |
|
2024
Q3 | $4.76K | Hold |
122
| – | – | ﹤0.01% | 1388 |
|
2024
Q2 | $4.47K | Hold |
122
| – | – | ﹤0.01% | 1341 |
|
2024
Q1 | $5.44K | Hold |
122
| – | – | ﹤0.01% | 1286 |
|
2023
Q4 | $4.69K | Hold |
122
| – | – | ﹤0.01% | 1274 |
|
2023
Q3 | $3.8K | Buy |
+122
| New | +$3.8K | ﹤0.01% | 1236 |
|