SF
SUM

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

Symphony Financial’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,564
Closed -$467K – 219
2023
Q1 		$467K Sell
16,564
-8,575
-34% -$242K 0.12% 146
2022
Q4 		$744K Buy
+25,139
New +$744K 0.2% 101