Foster & Motley’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
$312K Sell
3,772
-2,868
-43% -$237K 0.02% 337
2025
Q1
$555K Sell
6,640
-2,527
-28% -$211K 0.03% 267
2024
Q4
$695K Sell
9,167
-1,210
-12% -$91.7K 0.05% 248
2024
Q3
$770K Sell
10,377
-1,182
-10% -$87.7K 0.05% 234
2024
Q2
$724K Sell
11,559
-176
-1% -$11K 0.05% 233
2024
Q1
$755K Buy
11,735
+7,606
+184% +$489K 0.05% 230
2023
Q4
$252K Buy
+4,129
New +$252K 0.02% 355