Farther Finance Advisors’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
2026 Q1	$194K	Sell	2,869 -69	-2%	-$5.3K	﹤0.01%	2040
2025 Q4	$257K	Buy	2,938 +543	+23%	+$46.3K	﹤0.01%	1749
2025 Q3	$213K	Buy	2,395 +705	+42%	+$61K	﹤0.01%	1574
2025 Q2	$140K	Buy	1,690 +90	+6%	+$7.08K	﹤0.01%	1581
2025 Q1	$133K	Buy	1,600 +437	+38%	+$36.2K	﹤0.01%	1406
2024 Q4	$88.2K	Buy	1,163 +158	+16%	+$11.8K	﹤0.01%	1361
2024 Q3	$74.6K	Buy	1,005 +71	+8%	+$5.03K	﹤0.01%	1443
2024 Q2	$58.2K	Sell	934 -159	-15%	-$9.87K	﹤0.01%	1357
2024 Q1	$69.4K	Buy	1,093 +55	+5%	+$3.42K	﹤0.01%	1071
2023 Q4	$63.4K	Buy	1,038 +391	+60%	+$21.4K	﹤0.01%	956
2023 Q3	$34K	Buy	647 +262	+68%	+$15K	0.01%	919
2023 Q2	$23.3K	Buy	385 +113	+42%	+$6.42K	0.01%	955
2023 Q1	$15.4K	Buy	272 +32	+13%	+$1.84K	﹤0.01%	980
2022 Q4	$12.5K	Buy	+240	New	+$12.2K	﹤0.01%	876