Principal Securities’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
Q2 | – | Sell |
-1,922
| Closed | -$97.3K | – | 3938 |
|
|
2025
Q1 | $97.3K | Hold |
1,922
| – | – | ﹤0.01% | 1453 |
|
|
2024
Q4 | $97.3K | Sell |
1,922
-1,507
| -44% | -$76.3K | ﹤0.01% | 1451 |
|
|
2024
Q3 | $134K | Sell |
3,429
-121
| -3% | -$4.72K | ﹤0.01% | 1257 |
|
|
2024
Q2 | $130K | Sell |
3,550
-502
| -12% | -$18.4K | ﹤0.01% | 1213 |
|
|
2024
Q1 | $181K | Sell |
4,052
-230
| -5% | -$10.3K | 0.01% | 1052 |
|
|
2023
Q4 | $165K | Buy |
+4,282
| New | +$165K | 0.01% | 996 |
|