Clearstead 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 | $878K | Buy |
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|
2025
Q1 | $804K | Sell |
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|
2024
Q4 | $929K | Buy |
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|
2024
Q3 | $816K | Buy |
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|
2024
Q2 | $687K | Buy |
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|
2024
Q1 | $633K | Sell |
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|
2023
Q4 | $662K | Sell |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $667K | Buy |
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|
2023
Q1 | $88.4K | Hold |
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|
2022
Q4 | $81.5K | Hold |
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|
2022
Q3 | $75K | Hold |
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|
2022
Q2 | $91K | Hold |
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|
2022
Q1 | $117K | Hold |
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|
2021
Q4 | $128K | Buy |
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