KBC Group’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 |
-5,335
| Closed | -$270K | – | 1904 |
|
|
2024
Q4 | $270K | Buy |
5,335
+1,528
| +40% | +$77.3K | ﹤0.01% | 986 |
|
|
2024
Q3 | $149K | Buy |
3,807
+629
| +20% | +$24.6K | ﹤0.01% | 1056 |
|
|
2024
Q2 | $116K | Buy |
3,178
+500
| +19% | +$18.3K | ﹤0.01% | 1098 |
|
|
2024
Q1 | $119K | Buy |
2,678
+942
| +54% | +$41.9K | ﹤0.01% | 1039 |
|
|
2023
Q4 | $67K | Hold |
1,736
| – | – | ﹤0.01% | 1328 |
|
|
2023
Q3 | $54K | Buy |
+1,736
| New | +$54K | ﹤0.01% | 1399 |
|