Orion Portfolio Solutions’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Orion Portfolio Solutions’s Portfolio SUM Stock Details SUM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$259K	Sell
2024 Q3	$218K	Sell
2024 Q2	$207K	Sell
2024 Q1	$406K	Sell
2023 Q4	$359K	Sell
2023 Q3	$315K	Sell
2023 Q2	$400K	Sell
2023 Q1	$310K	Buy
2020 Q1	–	Sell
2019 Q4	$3K	Buy