Farther Finance Advisors’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 |
-271
| Closed | -$13.7K | – | 4480 |
|
|
2024
Q4 | $13.7K | Sell |
271
-1,025
| -79% | -$51.9K | ﹤0.01% | 2245 |
|
|
2024
Q3 | $50.6K | Buy |
1,296
+951
| +276% | +$37.1K | ﹤0.01% | 1643 |
|
|
2024
Q2 | $12.3K | Buy |
345
+175
| +103% | +$6.24K | ﹤0.01% | 1995 |
|
|
2024
Q1 | $7.33K | Sell |
170
-2
| -1% | -$86 | ﹤0.01% | 1889 |
|
|
2023
Q4 | $6.62K | Buy |
172
+110
| +177% | +$4.23K | ﹤0.01% | 1828 |
|
|
2023
Q3 | $1.93K | Hold |
62
| – | – | ﹤0.01% | 1868 |
|
|
2023
Q2 | $2.35K | Hold |
62
| – | – | ﹤0.01% | 1697 |
|
|
2023
Q1 | $1.77K | Hold |
62
| – | – | ﹤0.01% | 1684 |
|
|
2022
Q4 | $1.76K | Buy |
+62
| New | +$1.76K | ﹤0.01% | 1497 |
|