JFS 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 |
-118
| Closed | -$5.97K | – | 2009 |
|
|
2024
Q4 | $5.97K | Hold |
118
| – | – | ﹤0.01% | 1061 |
|
|
2024
Q3 | $4.61K | Buy |
118
+3
| +3% | +$117 | ﹤0.01% | 1152 |
|
|
2024
Q2 | $4.21K | Hold |
115
| – | – | ﹤0.01% | 1129 |
|
|
2024
Q1 | $5.13K | Hold |
115
| – | – | ﹤0.01% | 1087 |
|
|
2023
Q4 | $4.42K | Buy |
115
+9
| +8% | +$346 | ﹤0.01% | 1112 |
|
|
2023
Q3 | $3.3K | Hold |
106
| – | – | ﹤0.01% | 1173 |
|
|
2023
Q2 | $4.01K | Hold |
106
| – | – | ﹤0.01% | 1098 |
|
|
2023
Q1 | $3.02K | Sell |
106
-4
| -4% | -$114 | ﹤0.01% | 1203 |
|
|
2022
Q4 | $3.12K | Sell |
110
-2
| -2% | -$57 | ﹤0.01% | 1193 |
|
|
2022
Q3 | $3K | Buy |
112
+18
| +19% | +$482 | ﹤0.01% | 1261 |
|
|
2022
Q2 | $2K | Buy |
94
+44
| +88% | +$936 | ﹤0.01% | 1424 |
|
|
2022
Q1 | $2K | Buy |
50
+12
| +32% | +$480 | ﹤0.01% | 1533 |
|
|
2021
Q4 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1637 |
|