Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.38M | Buy |
50,040
+11,773
| +31% | +$905K | ﹤0.01% | 1477 |
|
|
2025
Q4 | $3.35M | Buy |
38,267
+13,261
| +53% | +$1.13M | ﹤0.01% | 1306 |
|
|
2025
Q3 | $2.22M | Buy |
25,006
+9,846
| +65% | +$852K | ﹤0.01% | 1464 |
|
|
2025
Q2 | $1.26M | Buy |
15,160
+4,520
| +42% | +$355K | ﹤0.01% | 1671 |
|
|
2025
Q1 | $889K | Buy |
10,640
+2,019
| +23% | +$167K | ﹤0.01% | 1808 |
|
|
2024
Q4 | $653K | Buy |
8,621
+2,088
| +32% | +$156K | ﹤0.01% | 1980 |
|
|
2024
Q3 | $485K | Sell |
6,533
-1,598
| -20% | -$113K | ﹤0.01% | 2133 |
|
|
2024
Q2 | $510K | Buy |
8,131
+735
| +10% | +$45.6K | ﹤0.01% | 1929 |
|
|
2024
Q1 | $476K | Buy |
7,396
+345
| +5% | +$21.4K | ﹤0.01% | 1888 |
|
|
2023
Q4 | $431K | Sell |
7,051
-771
| -10% | -$42.1K | ﹤0.01% | 1804 |
|
|
2023
Q3 | $411K | Buy |
7,822
+514
| +7% | +$29.4K | ﹤0.01% | 1698 |
|
|
2023
Q2 | $443K | Buy |
7,308
+1,017
| +16% | +$57.8K | ﹤0.01% | 1640 |
|
|
2023
Q1 | $355K | Buy |
6,291
+148
| +2% | +$8.53K | ﹤0.01% | 1692 |
|
|
2022
Q4 | $320K | Buy |
6,143
+1,847
| +43% | +$93.6K | ﹤0.01% | 1678 |
|
|
2022
Q3 | $205K | Buy |
4,296
+203
| +5% | +$11.7K | ﹤0.01% | 1902 |
|
|
2022
Q2 | $238K | Sell |
4,093
-1,736
| -30% | -$112K | ﹤0.01% | 1770 |
|
|
2022
Q1 | $437K | Sell |
5,829
-5
| -0.1% | -$391 | ﹤0.01% | 1396 |
|
|
2021
Q4 | $478K | Buy |
5,834
+76
| +1% | +$5.85K | ﹤0.01% | 1330 |
|
|
2021
Q3 | $400K | Buy |
+5,758
| New | +$427K | ﹤0.01% | 1423 |
|
|
2019
Q3 | – | Sell |
-5,497
| Closed | -$317K | – | 2097 |
|
|
2019
Q2 | $317K | Buy |
5,497
+187
| +4% | +$11.3K | ﹤0.01% | 1338 |
|
|
2019
Q1 | $338K | Buy |
+5,310
| New | +$295K | ﹤0.01% | 1267 |
|
|
2017
Q3 | – | Sell |
-30
| Closed | -$1K | – | 3483 |
|
|
2017
Q2 | $1K | Sell |
30
-1,476
| -98% | -$55K | ﹤0.01% | 4494 |
|
|
2017
Q1 | $53K | Buy |
+1,506
| New | +$50.7K | ﹤0.01% | 2435 |
|
|
2016
Q1 | – | Sell |
-40
| Closed | -$1K | – | 4511 |
|
|
2015
Q4 | $1K | Buy |
+40
| New | +$1.42K | ﹤0.01% | 4248 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$2K | – | 4146 |
|
|
2014
Q2 | $2K | Buy |
+100
| New | +$2.07K | ﹤0.01% | 3537 |
|
Other funds holding SSNC
VPM
VCM
