Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.72K | Hold |
47
| – | – | ﹤0.01% | 590 |
|
|
2024
Q1 | $2.1K | Hold |
47
| – | – | ﹤0.01% | 574 |
|
|
2023
Q4 | $1.81K | Hold |
47
| – | – | ﹤0.01% | 565 |
|
|
2023
Q3 | $1.46K | Hold |
47
| – | – | ﹤0.01% | 579 |
|
|
2023
Q2 | $1.78K | Hold |
47
| – | – | ﹤0.01% | 576 |
|
|
2023
Q1 | $1.34K | Sell |
47
-1
| -2% | -$28 | ﹤0.01% | 594 |
|
|
2022
Q4 | $1.36K | Buy |
48
+5
| +12% | +$142 | ﹤0.01% | 579 |
|
|
2022
Q3 | $1K | Buy |
43
+7
| +19% | +$163 | ﹤0.01% | 688 |
|
|
2022
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 707 |
|
|
2022
Q1 | $1K | Sell |
36
-1
| -3% | -$28 | ﹤0.01% | 743 |
|
|
2021
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 772 |
|
|
2021
Q3 | $1K | Sell |
37
-26
| -41% | -$703 | ﹤0.01% | 887 |
|
|
2021
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 849 |
|
|
2021
Q1 | $2K | Sell |
63
-37
| -37% | -$1.18K | ﹤0.01% | 824 |
|
|
2020
Q4 | $2K | Sell |
100
-4
| -4% | -$80 | ﹤0.01% | 798 |
|
|
2020
Q3 | $2K | Hold |
104
| – | – | ﹤0.01% | 738 |
|
|
2020
Q2 | $2K | Sell |
104
-31
| -23% | -$596 | ﹤0.01% | 726 |
|
|
2020
Q1 | $2K | Hold |
135
| – | – | ﹤0.01% | 682 |
|
|
2019
Q4 | $3K | Hold |
135
| – | – | ﹤0.01% | 689 |
|
|
2019
Q3 | $3K | Hold |
135
| – | – | ﹤0.01% | 652 |
|
|
2019
Q2 | $3K | Buy |
135
+72
| +114% | +$1.6K | ﹤0.01% | 678 |
|
|
2019
Q1 | $1K | Hold |
63
| – | – | ﹤0.01% | 814 |
|
|
2018
Q4 | $1K | Hold |
63
| – | – | ﹤0.01% | 796 |
|
|
2018
Q3 | $1K | Hold |
63
| – | – | ﹤0.01% | 820 |
|
|
2018
Q2 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 747 |
|