SFC
SUM

Swisher Financial Concepts’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Swisher Financial Concepts’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,904
Closed -$430K – 89
2024
Q3 		$430K Buy
11,904
+5,822
+96% +$210K 0.27% 57
2024
Q2 		$217K Sell
6,082
-150
-2% -$5.35K 0.22% 73
2024
Q1 		$259K Buy
6,232
+311
+5% +$12.9K 0.23% 68
2023
Q4 		$206K Buy
+5,921
New +$206K 0.2% 77