Affinity Investment Advisors’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Sell |
8,341
-482
| -5% | -$39.9K | 0.52% | 68 |
|
|
2025
Q1 | $737K | Buy |
8,823
+1,400
| +19% | +$117K | 0.6% | 60 |
|
|
2024
Q4 | $563K | Sell |
7,423
-2,091
| -22% | -$158K | 0.47% | 78 |
|
|
2024
Q3 | $706K | Hold |
9,514
| – | – | 0.48% | 75 |
|
|
2024
Q2 | $596K | Buy |
+9,514
| New | +$596K | 0.45% | 79 |
|
|
2022
Q4 | – | Sell |
-6,049
| Closed | -$289K | – | 216 |
|
|
2022
Q3 | $289K | Hold |
6,049
| – | – | 0.15% | 170 |
|
|
2022
Q2 | $351K | Buy |
+6,049
| New | +$351K | 0.17% | 164 |
|