UMB Bank’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 |
-176
| Closed | -$8.91K | – | 2190 |
|
|
2024
Q4 | $8.91K | Hold |
176
| – | – | ﹤0.01% | 1505 |
|
|
2024
Q3 | $6.87K | Sell |
176
-152
| -46% | -$5.93K | ﹤0.01% | 1619 |
|
|
2024
Q2 | $12K | Sell |
328
-28
| -8% | -$1.03K | ﹤0.01% | 1226 |
|
|
2024
Q1 | $15.9K | Hold |
356
| – | – | ﹤0.01% | 1165 |
|
|
2023
Q4 | $13.7K | Hold |
356
| – | – | ﹤0.01% | 1189 |
|
|
2023
Q3 | $11.1K | Hold |
356
| – | – | ﹤0.01% | 1267 |
|
|
2023
Q2 | $13.5K | Hold |
356
| – | – | ﹤0.01% | 1207 |
|
|
2023
Q1 | $10.1K | Sell |
356
-1
| -0.3% | -$28 | ﹤0.01% | 1288 |
|
|
2022
Q4 | $10K | Sell |
357
-63
| -15% | -$1.77K | ﹤0.01% | 1321 |
|
|
2022
Q3 | $10K | Sell |
420
-463
| -52% | -$11K | ﹤0.01% | 1327 |
|
|
2022
Q2 | $21K | Hold |
883
| – | – | ﹤0.01% | 1168 |
|
|
2022
Q1 | $27K | Hold |
883
| – | – | ﹤0.01% | 1161 |
|
|
2021
Q4 | $35K | Buy |
+883
| New | +$35K | ﹤0.01% | 1104 |
|