Fortis Group 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 | $72K | Hold |
870
| – | – | 0.01% | 233 |
|
|
2025
Q1 | $72.7K | Hold |
870
| – | – | 0.01% | 202 |
|
|
2024
Q4 | $65.9K | Sell |
870
-130
| -13% | -$9.85K | 0.01% | 207 |
|
|
2024
Q3 | $74.2K | Hold |
1,000
| – | – | 0.01% | 193 |
|
|
2024
Q2 | $62.7K | Hold |
1,000
| – | – | 0.01% | 197 |
|
|
2024
Q1 | $64.4K | Sell |
1,000
-1,000
| -50% | -$64.4K | 0.01% | 215 |
|
|
2023
Q4 | $122K | Buy |
2,000
+1,000
| +100% | +$61.1K | 0.03% | 134 |
|
|
2023
Q3 | $52.5K | Buy |
+1,000
| New | +$52.5K | 0.02% | 135 |
|