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Concurrent Investment Advisors’s SS&C Technologies SSNC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,915
Closed -$243K 1386
2025
Q1
$243K Sell
2,915
-305
-9% -$25.5K 0.01% 1022
2024
Q4
$244K Buy
3,220
+245
+8% +$18.6K 0.01% 899
2024
Q3
$221K Buy
+2,975
New +$221K 0.01% 895