Arkadios Wealth 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 | $1.07M | Buy |
12,981
+9,370
| +259% | +$776K | 0.03% | 538 |
|
|
2025
Q1 | $302K | Buy |
3,611
+768
| +27% | +$64.2K | 0.01% | 900 |
|
|
2024
Q4 | $215K | Buy |
+2,843
| New | +$215K | 0.01% | 836 |
|
|
2021
Q4 | – | Sell |
-94
| Closed | -$6K | – | 1618 |
|
|
2021
Q3 | $6K | Hold |
94
| – | – | ﹤0.01% | 1566 |
|
|
2021
Q2 | $6K | Buy |
94
+4
| +4% | +$255 | ﹤0.01% | 1690 |
|
|
2021
Q1 | $6K | Sell |
90
-39
| -30% | -$2.6K | ﹤0.01% | 1331 |
|
|
2020
Q4 | $9K | Hold |
129
| – | – | ﹤0.01% | 1001 |
|
|
2020
Q3 | $8.32K | Hold |
129
| – | – | ﹤0.01% | 780 |
|
|
2020
Q2 | $7.25K | Hold |
129
| – | – | ﹤0.01% | 727 |
|
|
2020
Q1 | $5.65K | Sell |
129
-38
| -23% | -$1.67K | ﹤0.01% | 762 |
|
|
2019
Q4 | $11K | Buy |
+167
| New | +$11K | 0.01% | 571 |
|