Dynamic Advisor Solutions’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
Q3 | $643K | Buy |
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|
2025
Q2 | $588K | Sell |
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|
2025
Q1 | $666K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $561K | Buy |
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|
2024
Q2 | $442K | Buy |
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|
2024
Q1 | $436K | Buy |
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|
2023
Q4 | $387K | Sell |
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|
2023
Q3 | $347K | Sell |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $319K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $390K | Buy |
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|
2020
Q3 | $323K | Buy |
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|
2020
Q2 | $300K | Buy |
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|
2020
Q1 | $220K | Buy |
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|
2019
Q4 | $271K | Sell |
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|
2019
Q3 | $264K | Sell |
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|
2019
Q2 | $347K | Buy |
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|
2019
Q1 | $356K | Buy |
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|
2018
Q4 | $252K | Buy |
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|
2018
Q3 | $253K | Buy |
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