Moors & Cabot’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 | 
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        2024
         Q4  | $262K | Buy | 
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| 
        
          
      
        2024
         Q2  | – | Sell | 
         | 
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| 
        
          
      
        2024
         Q1  | $496K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | – | Sell | 
         | 
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| 
        
          
      
        2023
         Q2  | $232K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $256K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $388K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $263K | Buy | 
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    |||||
| 
        
          
      
        2021
         Q2  | $260K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $204K | Buy | 
         |