Westwood Holdings Group’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 | $2.11M | Sell |
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|
2024
Q3 | $32.1M | Buy |
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|
2024
Q2 | $26.4M | Buy |
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|
2024
Q1 | $23M | Sell |
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|
2023
Q4 | $49.8M | Sell |
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|
2023
Q3 | $43.5M | Buy |
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|
2023
Q2 | $38M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $7.92M | Sell |
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|
2019
Q4 | $15.9M | Buy |
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|
2019
Q3 | $14.7M | Sell |
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|
2019
Q2 | $15.7M | Sell |
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|
2019
Q1 | $14.5M | Sell |
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|
2018
Q4 | $28.4M | Sell |
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|
2018
Q3 | $48.8M | Buy |
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|
2018
Q2 | $51.4M | Sell |
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|
2018
Q1 | $59.6M | Buy |
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|
2017
Q4 | $53.5M | Buy |
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|
2017
Q3 | $37.6M | Buy |
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|
2017
Q2 | $19.7M | Buy |
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|
2017
Q1 | $15.1M | Buy |
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|
2016
Q4 | $6.84M | Buy |
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