CVA Family Office’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
$11.3K Sell
137
-55
-29% -$4.55K ﹤0.01% 779
2025
Q1
$16K Buy
192
+25
+15% +$2.09K ﹤0.01% 719
2024
Q4
$12.7K Buy
167
+46
+38% +$3.49K ﹤0.01% 752
2024
Q3
$8.98K Sell
121
-8
-6% -$594 ﹤0.01% 774
2024
Q2
$8.08K Buy
129
+8
+7% +$501 ﹤0.01% 769
2024
Q1
$7.79K Hold
121
﹤0.01% 783
2023
Q4
$7.39K Buy
+121
New +$7.39K ﹤0.01% 764
2023
Q3
Sell
-211
Closed -$12.8K 845
2023
Q2
$12.8K Buy
211
+61
+41% +$3.7K ﹤0.01% 686
2023
Q1
$8.47K Buy
150
+20
+15% +$1.13K ﹤0.01% 708
2022
Q4
$6.77K Buy
+130
New +$6.77K ﹤0.01% 705