Cumberland Partners’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 | $1.37M | Buy |
+16,500
| New | +$1.37M | 0.09% | 120 |
|
|
2023
Q2 | – | Sell |
-11,000
| Closed | -$621K | – | 180 |
|
|
2023
Q1 | $621K | Buy |
+11,000
| New | +$621K | 0.06% | 125 |
|
|
2022
Q3 | – | Sell |
-22,000
| Closed | -$1.28M | – | 169 |
|
|
2022
Q2 | $1.28M | Buy |
22,000
+2,000
| +10% | +$116K | 0.12% | 98 |
|
|
2022
Q1 | $1.5M | Buy |
20,000
+1,500
| +8% | +$113K | 0.11% | 101 |
|
|
2021
Q4 | $1.52M | Buy |
18,500
+8,500
| +85% | +$697K | 0.11% | 110 |
|
|
2021
Q3 | $694K | Buy |
+10,000
| New | +$694K | 0.06% | 139 |
|