Creative Planning’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 | $1.26M | Buy |
15,160
+4,520
| +42% | +$374K | ﹤0.01% | 1666 |
|
|
2025
Q1 | $889K | Buy |
10,640
+2,019
| +23% | +$169K | ﹤0.01% | 1804 |
|
|
2024
Q4 | $653K | Buy |
8,621
+2,088
| +32% | +$158K | ﹤0.01% | 1974 |
|
|
2024
Q3 | $485K | Sell |
6,533
-1,598
| -20% | -$119K | ﹤0.01% | 2133 |
|
|
2024
Q2 | $510K | Buy |
8,131
+735
| +10% | +$46.1K | ﹤0.01% | 1922 |
|
|
2024
Q1 | $476K | Buy |
7,396
+345
| +5% | +$22.2K | ﹤0.01% | 1882 |
|
|
2023
Q4 | $431K | Sell |
7,051
-771
| -10% | -$47.1K | ﹤0.01% | 1800 |
|
|
2023
Q3 | $411K | Buy |
7,822
+514
| +7% | +$27K | ﹤0.01% | 1694 |
|
|
2023
Q2 | $443K | Buy |
7,308
+1,017
| +16% | +$61.6K | ﹤0.01% | 1634 |
|
|
2023
Q1 | $355K | Buy |
6,291
+148
| +2% | +$8.36K | ﹤0.01% | 1686 |
|
|
2022
Q4 | $320K | Buy |
6,143
+1,847
| +43% | +$96.2K | ﹤0.01% | 1671 |
|
|
2022
Q3 | $205K | Buy |
4,296
+203
| +5% | +$9.69K | ﹤0.01% | 1890 |
|
|
2022
Q2 | $238K | Sell |
4,093
-1,736
| -30% | -$101K | ﹤0.01% | 1762 |
|
|
2022
Q1 | $437K | Sell |
5,829
-5
| -0.1% | -$375 | ﹤0.01% | 1394 |
|
|
2021
Q4 | $478K | Buy |
5,834
+76
| +1% | +$6.23K | ﹤0.01% | 1330 |
|
|
2021
Q3 | $400K | Buy |
+5,758
| New | +$400K | ﹤0.01% | 1423 |
|
|
2019
Q3 | – | Sell |
-5,497
| Closed | -$317K | – | 1939 |
|
|
2019
Q2 | $317K | Buy |
5,497
+187
| +4% | +$10.8K | ﹤0.01% | 1331 |
|
|
2019
Q1 | $338K | Buy |
+5,310
| New | +$338K | ﹤0.01% | 1258 |
|
|
2017
Q3 | – | Sell |
-30
| Closed | -$1K | – | 3384 |
|
|
2017
Q2 | $1K | Sell |
30
-1,476
| -98% | -$49.2K | ﹤0.01% | 4380 |
|
|
2017
Q1 | $53K | Buy |
+1,506
| New | +$53K | ﹤0.01% | 2415 |
|
|
2016
Q1 | – | Sell |
-40
| Closed | -$1K | – | 4359 |
|
|
2015
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 4122 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$2K | – | 3982 |
|
|
2014
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3428 |
|