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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
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|
2025
Q1 | $889K | Buy |
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|
2024
Q4 | $653K | Buy |
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|
2024
Q3 | $485K | Sell |
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|
2024
Q2 | $510K | Buy |
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|
2024
Q1 | $476K | Buy |
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|
2023
Q4 | $431K | Sell |
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|
2023
Q3 | $411K | Buy |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $355K | Buy |
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|
2022
Q4 | $320K | Buy |
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|
2022
Q3 | $205K | Buy |
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|
2022
Q2 | $238K | Sell |
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|
2022
Q1 | $437K | Sell |
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|
2021
Q4 | $478K | Buy |
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|
2021
Q3 | $400K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $317K | Buy |
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|
2019
Q1 | $338K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1K | Sell |
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|
2017
Q1 | $53K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2K | Buy |
|