Hillsdale Investment Management’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 |
-59,300
| Closed | -$3M | – | 721 |
|
|
2024
Q4 | $3M | Sell |
59,300
-4,000
| -6% | -$202K | 0.15% | 183 |
|
|
2024
Q3 | $2.47M | Sell |
63,300
-26,650
| -30% | -$1.04M | 0.19% | 185 |
|
|
2024
Q2 | $3.29M | Buy |
89,950
+89,800
| +59,867% | +$3.29M | 0.26% | 148 |
|
|
2024
Q1 | $6.69K | Hold |
150
| – | – | ﹤0.01% | 514 |
|
|
2023
Q4 | $5.77K | Buy |
+150
| New | +$5.77K | ﹤0.01% | 512 |
|