DecisionPoint Financial’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 |
-2,034
| Closed | -$103K | – | 280 |
|
|
2024
Q4 | $103K | Hold |
2,034
| – | – | 0.03% | 56 |
|
|
2024
Q3 | $79.4K | Hold |
2,034
| – | – | 0.03% | 63 |
|
|
2024
Q2 | $85K | Hold |
2,034
| – | – | 0.03% | 61 |
|
|
2024
Q1 | $81.4K | Hold |
2,034
| – | – | 0.03% | 60 |
|
|
2023
Q4 | $78.2K | Hold |
2,034
| – | – | 0.03% | 59 |
|
|
2023
Q3 | $63.3K | Hold |
2,034
| – | – | 0.03% | 56 |
|
|
2023
Q2 | $77K | Hold |
2,034
| – | – | 0.04% | 48 |
|
|
2023
Q1 | $57.9K | Hold |
2,034
| – | – | 0.03% | 57 |
|
|
2022
Q4 | $57.7K | Buy |
+2,034
| New | +$57.7K | 0.04% | 49 |
|