HHM Wealth 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 |
-476
| Closed | -$24.1K | – | 1054 |
|
|
2024
Q4 | $24.1K | Hold |
476
| – | – | ﹤0.01% | 470 |
|
|
2024
Q3 | $18.6K | Hold |
476
| – | – | ﹤0.01% | 477 |
|
|
2024
Q2 | $17.4K | Hold |
476
| – | – | ﹤0.01% | 473 |
|
|
2024
Q1 | $21.2K | Hold |
476
| – | – | ﹤0.01% | 401 |
|
|
2023
Q4 | $18.3K | Hold |
476
| – | – | ﹤0.01% | 420 |
|
|
2023
Q3 | $14.8K | Hold |
476
| – | – | ﹤0.01% | 448 |
|
|
2023
Q2 | $18K | Hold |
476
| – | – | ﹤0.01% | 431 |
|
|
2023
Q1 | $13.6K | Hold |
476
| – | – | ﹤0.01% | 472 |
|
|
2022
Q4 | $13.5K | Sell |
476
-1
| -0.2% | -$28 | ﹤0.01% | 412 |
|
|
2022
Q3 | $11K | Hold |
477
| – | – | ﹤0.01% | 429 |
|
|
2022
Q2 | $11K | Hold |
477
| – | – | ﹤0.01% | 527 |
|
|
2022
Q1 | $15K | Hold |
477
| – | – | ﹤0.01% | 490 |
|
|
2021
Q4 | $19K | Hold |
477
| – | – | ﹤0.01% | 437 |
|
|
2021
Q3 | $15K | Hold |
477
| – | – | ﹤0.01% | 450 |
|
|
2021
Q2 | $16K | Hold |
477
| – | – | ﹤0.01% | 434 |
|
|
2021
Q1 | $13K | Hold |
477
| – | – | ﹤0.01% | 429 |
|
|
2020
Q4 | $9K | Hold |
477
| – | – | ﹤0.01% | 430 |
|
|
2020
Q3 | $8K | Hold |
477
| – | – | ﹤0.01% | 407 |
|
|
2020
Q2 | $8K | Hold |
477
| – | – | ﹤0.01% | 381 |
|
|
2020
Q1 | $7K | Buy |
+477
| New | +$7K | ﹤0.01% | 377 |
|