Avantax Advisory Services’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 | $647K | Sell |
7,808
-132
| -2% | -$10.9K | ﹤0.01% | 1433 |
|
|
2025
Q1 | $663K | Buy |
7,940
+2,206
| +38% | +$184K | ﹤0.01% | 1333 |
|
|
2024
Q4 | $435K | Sell |
5,734
-791
| -12% | -$59.9K | ﹤0.01% | 1538 |
|
|
2024
Q3 | $484K | Buy |
6,525
+1,357
| +26% | +$101K | ﹤0.01% | 1427 |
|
|
2024
Q2 | $324K | Buy |
+5,168
| New | +$324K | ﹤0.01% | 1643 |
|
|
2019
Q2 | – | Sell |
-8,181
| Closed | -$521K | – | 543 |
|
|
2019
Q1 | $521K | Buy |
+8,181
| New | +$521K | 0.03% | 272 |
|