Tompkins Financial’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 |
-1,016
| Closed | -$51.4K | – | 589 |
|
|
2024
Q4 | $51.4K | Hold |
1,016
| – | – | ﹤0.01% | 321 |
|
|
2024
Q3 | $39.7K | Hold |
1,016
| – | – | ﹤0.01% | 362 |
|
|
2024
Q2 | $37.2K | Hold |
1,016
| – | – | ﹤0.01% | 379 |
|
|
2024
Q1 | $45.3K | Hold |
1,016
| – | – | 0.01% | 362 |
|
|
2023
Q4 | $39.1K | Hold |
1,016
| – | – | ﹤0.01% | 368 |
|
|
2023
Q3 | $31.6K | Hold |
1,016
| – | – | 0.01% | 363 |
|
|
2023
Q2 | $38.5K | Hold |
1,016
| – | – | 0.01% | 352 |
|
|
2023
Q1 | $28.9K | Sell |
1,016
-1
| -0.1% | -$28 | ﹤0.01% | 388 |
|
|
2022
Q4 | $29K | Hold |
1,017
| – | – | ﹤0.01% | 391 |
|
|
2022
Q3 | $24K | Hold |
1,017
| – | – | ﹤0.01% | 401 |
|
|
2022
Q2 | $23K | Buy |
+1,017
| New | +$23K | ﹤0.01% | 399 |
|