Allworth Financial’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 | $179K | Buy |
2,162
+146
| +7% | +$12.1K | ﹤0.01% | 1225 |
|
|
2025
Q1 | $156K | Buy |
2,016
+115
| +6% | +$8.9K | ﹤0.01% | 1037 |
|
|
2024
Q4 | $151K | Buy |
1,901
+628
| +49% | +$50K | ﹤0.01% | 1058 |
|
|
2024
Q3 | $94.5K | Buy |
1,273
+6
| +0.5% | +$445 | ﹤0.01% | 1111 |
|
|
2024
Q2 | $84.3K | Buy |
1,267
+369
| +41% | +$24.6K | ﹤0.01% | 1136 |
|
|
2024
Q1 | $57.8K | Buy |
898
+30
| +3% | +$1.93K | ﹤0.01% | 1246 |
|
|
2023
Q4 | $53K | Sell |
868
-192
| -18% | -$11.7K | ﹤0.01% | 1173 |
|
|
2023
Q3 | $55.7K | Buy |
1,060
+591
| +126% | +$31.1K | ﹤0.01% | 1079 |
|
|
2023
Q2 | $28.4K | Sell |
469
-12
| -2% | -$727 | ﹤0.01% | 1350 |
|
|
2023
Q1 | $27.2K | Buy |
481
+12
| +3% | +$678 | ﹤0.01% | 1298 |
|
|
2022
Q4 | $24.4K | Buy |
469
+313
| +201% | +$16.3K | ﹤0.01% | 1268 |
|
|
2022
Q3 | $7K | Sell |
156
-142
| -48% | -$6.37K | ﹤0.01% | 1791 |
|
|
2022
Q2 | $17K | Buy |
298
+118
| +66% | +$6.73K | ﹤0.01% | 1317 |
|
|
2022
Q1 | $14K | Sell |
180
-21
| -10% | -$1.63K | ﹤0.01% | 1381 |
|
|
2021
Q4 | $16K | Buy |
201
+199
| +9,950% | +$15.8K | ﹤0.01% | 1208 |
|
|
2021
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1969 |
|