Archford Capital Strategies’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 | $1.3M | Sell |
15,677
-17,956
| -53% | -$1.49M | 0.17% | 122 |
|
|
2025
Q1 | $2.81M | Buy |
33,633
+2,089
| +7% | +$174K | 0.41% | 66 |
|
|
2024
Q4 | $2.39M | Buy |
31,544
+1,025
| +3% | +$77.7K | 0.36% | 69 |
|
|
2024
Q3 | $2.31M | Buy |
30,519
+260
| +0.9% | +$19.7K | 0.35% | 72 |
|
|
2024
Q2 | $1.9M | Buy |
30,259
+6,258
| +26% | +$392K | 0.31% | 81 |
|
|
2024
Q1 | $1.54M | Buy |
24,001
+991
| +4% | +$63.8K | 0.26% | 99 |
|
|
2023
Q4 | $1.41M | Buy |
23,010
+7,912
| +52% | +$484K | 0.26% | 99 |
|
|
2023
Q3 | $793K | Sell |
15,098
-468
| -3% | -$24.6K | 0.16% | 141 |
|
|
2023
Q2 | $962K | Buy |
15,566
+1,384
| +10% | +$85.5K | 0.18% | 132 |
|
|
2023
Q1 | $783K | Buy |
14,182
+1,741
| +14% | +$96.1K | 0.16% | 144 |
|
|
2022
Q4 | $648K | Buy |
+12,441
| New | +$648K | 0.15% | 166 |
|
|
2018
Q3 | – | Sell |
-64
| Closed | -$3K | – | 673 |
|
|
2018
Q2 | $3K | Sell |
64
-14
| -18% | -$656 | ﹤0.01% | 556 |
|
|
2018
Q1 | $3K | Buy |
+78
| New | +$3K | ﹤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% | -$2K | ﹤0.01% | 549 |
|
|
2016
Q2 | $4K | Buy |
+156
| New | +$4K | ﹤0.01% | 528 |
|
|
2016
Q1 | – | Sell |
-156
| Closed | -$6K | – | 538 |
|
|
2015
Q4 | $6K | Hold |
156
| – | – | ﹤0.01% | 542 |
|
|
2015
Q3 | $6K | Buy |
156
+78
| +100% | +$3K | ﹤0.01% | 424 |
|
|
2015
Q2 | $2K | Sell |
78
-30
| -28% | -$769 | ﹤0.01% | 511 |
|
|
2015
Q1 | $3.36K | Hold |
108
| – | – | ﹤0.01% | 426 |
|
|
2014
Q4 | $3K | Hold |
108
| – | – | ﹤0.01% | 466 |
|
|
2014
Q3 | $2K | Hold |
108
| – | – | ﹤0.01% | 528 |
|
|
2014
Q2 | $2.39K | Buy |
+108
| New | +$2.39K | ﹤0.01% | 648 |
|