EverSource Wealth 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 | $376K | Buy |
4,546
+683
| +18% | +$56.6K | 0.02% | 560 |
|
|
2025
Q1 | $323K | Buy |
3,863
+1,622
| +72% | +$135K | 0.02% | 496 |
|
|
2024
Q4 | $170K | Buy |
2,241
+717
| +47% | +$54.3K | 0.01% | 713 |
|
|
2024
Q3 | $113K | Buy |
1,524
+67
| +5% | +$4.97K | 0.01% | 760 |
|
|
2024
Q2 | $106K | Buy |
1,457
+9
| +0.6% | +$657 | 0.01% | 773 |
|
|
2024
Q1 | $89.6K | Buy |
1,448
+156
| +12% | +$9.66K | 0.01% | 748 |
|
|
2023
Q4 | $79K | Buy |
1,292
+166
| +15% | +$10.1K | 0.01% | 729 |
|
|
2023
Q3 | $59.2K | Buy |
1,126
+20
| +2% | +$1.05K | 0.01% | 749 |
|
|
2023
Q2 | $67K | Sell |
1,106
-59
| -5% | -$3.58K | 0.01% | 722 |
|
|
2023
Q1 | $65.8K | Buy |
1,165
+341
| +41% | +$19.3K | 0.01% | 682 |
|
|
2022
Q4 | $42.9K | Sell |
824
-275
| -25% | -$14.3K | 0.01% | 816 |
|
|
2022
Q3 | $53K | Buy |
1,099
+226
| +26% | +$10.9K | 0.01% | 622 |
|
|
2022
Q2 | $51K | Buy |
873
+280
| +47% | +$16.4K | 0.01% | 624 |
|
|
2022
Q1 | $45K | Hold |
593
| – | – | 0.01% | 488 |
|
|
2021
Q4 | $48K | Buy |
+593
| New | +$48K | 0.01% | 435 |
|