Credit Agricole’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 |
-10,556
| Closed | -$534K | – | 1219 |
|
|
2024
Q4 | $534K | Hold |
10,556
| – | – | ﹤0.01% | 945 |
|
|
2024
Q3 | $412K | Buy |
+10,556
| New | +$412K | ﹤0.01% | 893 |
|
|
2022
Q3 | – | Sell |
-305
| Closed | -$7K | – | 632 |
|
|
2022
Q2 | $7K | Hold |
305
| – | – | ﹤0.01% | 540 |
|
|
2022
Q1 | $9K | Buy |
+305
| New | +$9K | ﹤0.01% | 567 |
|
|
2021
Q4 | – | Sell |
-458
| Closed | -$14K | – | 659 |
|
|
2021
Q3 | $14K | Hold |
458
| – | – | ﹤0.01% | 536 |
|
|
2021
Q2 | $16K | Buy |
+458
| New | +$16K | ﹤0.01% | 532 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 614 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 650 |
|
|
2019
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 647 |
|
|
2016
Q1 | – | Sell |
-75,262
| Closed | -$1.45M | – | 1391 |
|
|
2015
Q4 | $1.45M | Buy |
+75,262
| New | +$1.45M | 0.01% | 908 |
|
|
2015
Q2 | – | Sell |
-9,823
| Closed | -$205K | – | 1466 |
|
|
2015
Q1 | $205K | Buy |
+9,823
| New | +$205K | ﹤0.01% | 1329 |
|