NewEdge 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 |
-674
| Closed | -$34.1K | – | 4144 |
|
|
2024
Q4 | $34.1K | Hold |
674
| – | – | ﹤0.01% | 2651 |
|
|
2024
Q3 | $26.3K | Hold |
674
| – | – | ﹤0.01% | 2639 |
|
|
2024
Q2 | $24.7K | Sell |
674
-16,097
| -96% | -$589K | ﹤0.01% | 2567 |
|
|
2024
Q1 | $747K | Buy |
16,771
+16,062
| +2,265% | +$716K | 0.01% | 1142 |
|
|
2023
Q4 | $27.3K | Hold |
709
| – | – | ﹤0.01% | 2457 |
|
|
2023
Q3 | $22.1K | Hold |
709
| – | – | ﹤0.01% | 2354 |
|
|
2023
Q2 | $26.8K | Sell |
709
-197
| -22% | -$7.46K | ﹤0.01% | 2292 |
|
|
2023
Q1 | $25.8K | Sell |
906
-238
| -21% | -$6.78K | ﹤0.01% | 2246 |
|
|
2022
Q4 | $5.14K | Buy |
+1,144
| New | +$5.14K | ﹤0.01% | 2578 |
|