Crewe Advisors’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
$580 Sell
7
-32
-82% -$2.65K ﹤0.01% 641
2025
Q1
$3.26K Buy
+39
New +$3.26K ﹤0.01% 518
2023
Q2
Sell
-201
Closed -$11.4K 996
2023
Q1
$11.4K Sell
201
-47
-19% -$2.65K ﹤0.01% 530
2022
Q4
$12.9K Sell
248
-142
-36% -$7.39K ﹤0.01% 501
2022
Q3
$19K Buy
390
+42
+12% +$2.05K ﹤0.01% 482
2022
Q2
$20K Buy
+348
New +$20K ﹤0.01% 422
2020
Q1
Sell
-58
Closed -$4K 238
2019
Q4
$4K Buy
+58
New +$4K ﹤0.01% 204