Arkadios Wealth Advisors’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	$1.76M	Buy	25,978 +11,548	+80%	+$888K	0.03%	563
2025 Q4	$1.26M	Buy	14,430 +361	+3%	+$30.8K	0.03%	607
2025 Q3	$1.25M	Buy	14,069 +1,088	+8%	+$94.2K	0.03%	552
2025 Q2	$1.07M	Buy	12,981 +9,370	+259%	+$737K	0.03%	543
2025 Q1	$302K	Buy	3,611 +768	+27%	+$63.6K	0.01%	904
2024 Q4	$215K	Buy	+2,843	New	+$213K	0.01%	839
2021 Q4	–	Sell	-94	Closed	-$6K	–	1626
2021 Q3	$6K	Hold	94	–	–	﹤0.01%	1566
2021 Q2	$6K	Buy	94 +4	+4%	+$293	﹤0.01%	1690
2021 Q1	$6K	Sell	90 -39	-30%	-$2.63K	﹤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%	-$2.15K	﹤0.01%	762
2019 Q4	$11K	Buy	+167	New	+$9.36K	0.01%	571