CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $844K | Buy |
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|
2024
Q3 | $595K | Buy |
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|
2024
Q2 | $452K | Buy |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $784K | Sell |
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|
2023
Q3 | $713K | Buy |
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|
2023
Q2 | $756K | Sell |
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|
2023
Q1 | $729K | Buy |
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|
2022
Q4 | $667K | Sell |
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|
2022
Q3 | $927K | Sell |
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|
2022
Q2 | $1.63M | Sell |
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|
2022
Q1 | $2.45M | Sell |
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|
2021
Q4 | $2.91M | Buy |
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|
2021
Q3 | $1.79M | Sell |
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|
2021
Q2 | $2.13M | Sell |
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|
2021
Q1 | $2.25M | Buy |
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|
2020
Q4 | $2.23M | Buy |
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|
2020
Q3 | $1.82M | Buy |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | $656K | Buy |
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|
2019
Q4 | $420K | Buy |
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|
2019
Q3 | $172K | Buy |
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|
2019
Q2 | $170K | Sell |
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|
2019
Q1 | $214K | Buy |
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|
2018
Q4 | $38K | Buy |
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|
2018
Q3 | $47K | Sell |
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|
2018
Q2 | $44K | Buy |
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|
2018
Q1 | $18K | Buy |
|