Avantax Advisory Services’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
2025
Q2
$647K Sell
2025
Q1
$663K Buy
2024
Q4
$435K Sell
2024
Q3
$484K Buy
2024
Q2
$324K Buy
2019
Q2
Sell
2019
Q1
$521K Buy