JFGIW
SUM

Johnson Financial Group Inc (Wisconsin)’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-53
Closed -$2.77K – 974
2024
Q4 		$2.77K Buy
53
+42
+382% +$2.2K ﹤0.01% 784
2024
Q3 		$430 Buy
+11
New +$430 ﹤0.01% 897
2024
Q1 		– Sell
-101
Closed -$3.89K – 1022
2023
Q4 		$3.89K Buy
+101
New +$3.89K ﹤0.01% 728