FourThought Financial Partners’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	–	Sell	-3,029	Closed	-$265K	–	528
2025 Q4	$265K	Buy	3,029 +192	+7%	+$16.4K	0.02%	360
2025 Q3	$252K	Sell	2,837 -138	-5%	-$11.9K	0.02%	404
2025 Q2	$246K	Sell	2,975 -25,438	-90%	-$2M	0.02%	262
2025 Q1	$2.37M	Sell	28,413 -447	-2%	-$37K	0.25%	94
2024 Q4	$2.19M	Sell	28,860 -194	-0.7%	-$14.5K	0.23%	96
2024 Q3	$2.16M	Sell	29,054 -517	-2%	-$36.7K	0.26%	82
2024 Q2	$1.85M	Buy	29,571 +564	+2%	+$35K	0.24%	83
2024 Q1	$1.87M	Sell	29,007 -575	-2%	-$35.7K	0.21%	99
2023 Q4	$1.81M	Sell	29,582 -4,022	-12%	-$220K	0.23%	95
2023 Q3	$1.77M	Sell	33,604 -131	-0.4%	-$7.49K	0.25%	90
2023 Q2	$2.04M	Buy	33,735 +5,935	+21%	+$337K	0.27%	87
2023 Q1	$1.57M	Sell	27,800 -2,158	-7%	-$124K	0.22%	96
2022 Q4	$1.56M	Buy	+29,958	New	+$1.52M	0.23%	95