New England Capital Financial Advisors’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 |
-51
| Closed | -$2.58K | – | 421 |
|
|
2024
Q4 | $2.58K | Hold |
51
| – | – | ﹤0.01% | 308 |
|
|
2024
Q3 | $1.99K | Hold |
51
| – | – | ﹤0.01% | 317 |
|
|
2024
Q2 | $1.87K | Hold |
51
| – | – | ﹤0.01% | 319 |
|
|
2024
Q1 | $2.27K | Hold |
51
| – | – | ﹤0.01% | 312 |
|
|
2023
Q4 | $1.96K | Sell |
51
-50
| -50% | -$1.92K | ﹤0.01% | 322 |
|
|
2023
Q3 | $3.15K | Hold |
101
| – | – | ﹤0.01% | 295 |
|
|
2023
Q2 | $3.82K | Hold |
101
| – | – | ﹤0.01% | 281 |
|
|
2023
Q1 | $2.88K | Hold |
101
| – | – | ﹤0.01% | 325 |
|
|
2022
Q4 | $3.17K | Buy |
+101
| New | +$3.17K | ﹤0.01% | 322 |
|