Capital Analysts LLC’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	$141K	Sell	2,093 -47,532	-96%	-$3.65M	﹤0.01%	711
2025 Q4	$4.34M	Sell	49,625 -927	-2%	-$79K	0.12%	146
2025 Q3	$4.49M	Sell	50,552 -963	-2%	-$83.4K	0.13%	140
2025 Q2	$4.26M	Buy	51,515 +762	+2%	+$59.9K	0.14%	126
2025 Q1	$4.24M	Buy	50,753 +2,739	+6%	+$227K	0.16%	122
2024 Q4	$3.64M	Buy	48,014 +2,306	+5%	+$173K	0.15%	118
2024 Q3	$3.39M	Buy	45,708 +4,124	+10%	+$292K	0.14%	129
2024 Q2	$2.61M	Buy	41,584 +4,209	+11%	+$261K	0.12%	152
2024 Q1	$2.41M	Buy	37,375 +2,133	+6%	+$132K	0.11%	151
2023 Q4	$2.15M	Buy	35,242 +1,191	+3%	+$65.1K	0.11%	155
2023 Q3	$1.79M	Buy	34,051 +663	+2%	+$37.9K	0.1%	165
2023 Q2	$2.02M	Buy	33,388 +107	+0.3%	+$6.08K	0.11%	160
2023 Q1	$1.88M	Sell	33,281 -115	-0.3%	-$6.63K	0.11%	167
2022 Q4	$1.74M	Buy	33,396 +29	+0.1%	+$1.47K	0.11%	173
2022 Q3	$1.59M	Buy	33,367 +181	+0.5%	+$10.4K	0.11%	168
2022 Q2	$1.93M	Buy	33,186 +200	+0.6%	+$12.9K	0.13%	151
2022 Q1	$2.48M	Buy	32,986 +460	+1%	+$36K	0.16%	128
2021 Q4	$2.67M	Buy	32,526 +483	+2%	+$37.2K	0.16%	125
2021 Q3	$2.22M	Buy	32,043 +1,817	+6%	+$135K	0.15%	139
2021 Q2	$2.18M	Buy	30,226 +1,604	+6%	+$117K	0.15%	140
2021 Q1	$2M	Buy	28,622 +2,544	+10%	+$172K	0.14%	136
2020 Q4	$1.9M	Buy	26,078 +1,018	+4%	+$68.2K	0.17%	104
2020 Q3	$1.52M	Buy	25,060 +1,716	+7%	+$103K	0.14%	127
2020 Q2	$1.32M	Buy	23,344 +23,084	+8,878%	+$1.26M	0.14%	137
2020 Q1	$11K	Hold	260	–	–	﹤0.01%	507
2019 Q4	$16K	Hold	260	–	–	﹤0.01%	510
2019 Q3	$13K	Hold	260	–	–	﹤0.01%	519
2019 Q2	$15K	Hold	260	–	–	﹤0.01%	491
2019 Q1	$16K	Buy	+260	New	+$14.5K	﹤0.01%	459