L.J. Altfest & Co’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
-9,120
Closed -$461K 376
2024
Q4
$461K Buy
9,120
+3,244
+55% +$164K 0.06% 222
2024
Q3
$229K Buy
+5,876
New +$229K 0.03% 307