Valmark Advisers’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.9M | Buy |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $915K | Buy |
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|
2023
Q3 | $572K | Sell |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $838K | Sell |
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|
2022
Q4 | $836K | Sell |
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|
2022
Q3 | $912K | Sell |
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|
2022
Q2 | $914K | Sell |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.65M | Sell |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $881K | Buy |
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