Allworth Financial’s SS&C Technologies SSNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$179K Buy
2025
Q1
$156K Buy
2024
Q4
$151K Buy
2024
Q3
$94.5K Buy
2024
Q2
$84.3K Buy
2024
Q1
$57.8K Buy
2023
Q4
$53K Sell
2023
Q3
$55.7K Buy
2023
Q2
$28.4K Sell
2023
Q1
$27.2K Buy
2022
Q4
$24.4K Buy
2022
Q3
$7K Sell
2022
Q2
$17K Buy
2022
Q1
$14K Sell
2021
Q4
$16K Buy
2021
Q3
$0 Buy