Archford Capital Strategies’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
2026 Q1	$739K	Sell	10,939 -2,705	-20%	-$208K	0.08%	196
2025 Q4	$1.19M	Sell	13,644 -13	-0.1%	-$1.11K	0.14%	146
2025 Q3	$1.21M	Sell	13,657 -2,020	-13%	-$175K	0.14%	145
2025 Q2	$1.3M	Sell	15,677 -17,956	-53%	-$1.41M	0.17%	122
2025 Q1	$2.81M	Buy	33,633 +2,089	+7%	+$173K	0.41%	66
2024 Q4	$2.39M	Buy	31,544 +1,025	+3%	+$76.7K	0.36%	69
2024 Q3	$2.31M	Buy	30,519 +260	+0.9%	+$18.4K	0.35%	72
2024 Q2	$1.9M	Buy	30,259 +6,258	+26%	+$388K	0.31%	81
2024 Q1	$1.54M	Buy	24,001 +991	+4%	+$61.5K	0.26%	99
2023 Q4	$1.41M	Buy	23,010 +7,912	+52%	+$432K	0.26%	99
2023 Q3	$793K	Sell	15,098 -468	-3%	-$26.8K	0.16%	141
2023 Q2	$962K	Buy	15,566 +1,384	+10%	+$78.7K	0.18%	132
2023 Q1	$783K	Buy	14,182 +1,741	+14%	+$100K	0.16%	144
2022 Q4	$648K	Buy	+12,441	New	+$631K	0.15%	166
2018 Q3	–	Sell	-64	Closed	-$3K	–	673
2018 Q2	$3K	Sell	64 -14	-18%	-$709	﹤0.01%	556
2018 Q1	$3K	Buy	+78	New	+$3.87K	﹤0.01%	488
2017 Q2	–	Sell	-78	Closed	-$3K	–	564
2017 Q1	$3K	Hold	78	–	–	﹤0.01%	562
2016 Q4	$2K	Hold	78	–	–	﹤0.01%	534
2016 Q3	$2K	Sell	78 -78	-50%	-$2.47K	﹤0.01%	549
2016 Q2	$4K	Buy	+156	New	+$4.68K	﹤0.01%	530
2016 Q1	–	Sell	-156	Closed	-$6K	–	538
2015 Q4	$6K	Hold	156	–	–	﹤0.01%	542
2015 Q3	$6K	Buy	156 +78	+100%	+$2.63K	﹤0.01%	424
2015 Q2	$2K	Sell	78 -30	-28%	-$920	﹤0.01%	512
2015 Q1	$3.36K	Hold	108	–	–	﹤0.01%	428
2014 Q4	$3K	Hold	108	–	–	﹤0.01%	468
2014 Q3	$2K	Hold	108	–	–	﹤0.01%	530
2014 Q2	$2.39K	Buy	+108	New	+$2.23K	﹤0.01%	648