Moody National Bank Trust Division’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.58M Hold
2024
Q3
$1.22M Buy
2024
Q2
$984K Buy
2024
Q1
$1.03M Hold
2023
Q4
$889K Buy
2023
Q3
$586K Hold
2023
Q2
$712K Hold
2023
Q1
$536K Buy
2022
Q4
$335K Buy
2022
Q3
$275K Buy
2019
Q2
Sell
2019
Q1
$5K Hold
2018
Q4
$4K Buy