Cary Street Partners Investment Advisory’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 | $145K | Sell |
1,749
-177
| -9% | -$14.7K | 0.07% | 281 |
|
|
2025
Q1 | $161K | Buy |
1,926
+423
| +28% | +$35.3K | 0.09% | 246 |
|
|
2024
Q4 | $114K | Sell |
1,503
-4,006
| -73% | -$304K | 0.07% | 251 |
|
|
2024
Q3 | $409K | Buy |
5,509
+162
| +3% | +$12K | 0.02% | 538 |
|
|
2024
Q2 | $335K | Buy |
+5,347
| New | +$335K | 0.01% | 563 |
|
|
2023
Q4 | – | Sell |
-1,011
| Closed | -$53.1K | – | 1665 |
|
|
2023
Q3 | $53.1K | Buy |
+1,011
| New | +$53.1K | ﹤0.01% | 860 |
|