Forum Financial Management’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	$395K	Sell	4,771 -968	-17%	-$80.2K	0.01%	512
2025 Q1	$479K	Sell	5,739 -1,525	-21%	-$127K	0.01%	391
2024 Q4	$550K	Buy	7,264 +3,563	+96%	+$270K	0.01%	342
2024 Q3	$275K	Buy	3,701 +2	+0.1%	+$148	﹤0.01%	559
2024 Q2	$232K	Buy	+3,699	New	+$232K	﹤0.01%	596