FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.35K | Hold |
214
| – | – | ﹤0.01% | 971 |
|
|
2024
Q2 | $7.84K | Buy |
214
+38
| +22% | +$1.39K | ﹤0.01% | 934 |
|
|
2024
Q1 | $7.85K | Hold |
176
| – | – | ﹤0.01% | 881 |
|
|
2023
Q4 | $6.77K | Buy |
+176
| New | +$6.77K | ﹤0.01% | 874 |
|
|
2019
Q1 | – | Sell |
-151
| Closed | -$2K | – | 1352 |
|
|
2018
Q4 | $2K | Buy |
+151
| New | +$2K | ﹤0.01% | 1136 |
|