Bleakley Financial Group’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
Q1
Sell
-4,202
Closed -$318K 919
2024
Q4
$318K Sell
4,202
-26
-0.6% -$1.97K 0.01% 780
2024
Q3
$314K Buy
4,228
+494
+13% +$36.7K 0.01% 753
2024
Q2
$234K Sell
3,734
-463
-11% -$29K 0.01% 837
2024
Q1
$270K Buy
4,197
+154
+4% +$9.91K 0.01% 791
2023
Q4
$247K Sell
4,043
-209
-5% -$12.8K 0.01% 788
2023
Q3
$223K Buy
4,252
+151
+4% +$7.93K 0.01% 773
2023
Q2
$249K Sell
4,101
-64
-2% -$3.88K 0.01% 780
2023
Q1
$235K Buy
4,165
+168
+4% +$9.49K 0.01% 773
2022
Q4
$208K Buy
+3,997
New +$208K 0.01% 788