Jones Financial Companies’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	-549	Closed	-$27.8K	–	3896
2024 Q4	$27.8K	Hold	549	–	–	﹤0.01%	2112
2024 Q3	$21.3K	Sell	549 -61	-10%	-$2.36K	﹤0.01%	1939
2024 Q2	$22.3K	Hold	610	–	–	﹤0.01%	1507
2024 Q1	$27.2K	Buy	+610	New	+$27.2K	﹤0.01%	842