Cornerstone Planning Group’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	$1.89K	Buy	22 +5	+29%	+$430	﹤0.01%	965
2025 Q1	$1.3K	Buy	17 +4	+31%	+$305	﹤0.01%	1078
2024 Q4	$1.04K	Buy	+13	New	+$1.04K	﹤0.01%	944