GeoWealth 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 | $87.7K | Buy |
1,059
+696
| +192% | +$57.6K | ﹤0.01% | 840 |
|
|
2025
Q1 | $30.3K | Sell |
363
-3,146
| -90% | -$263K | ﹤0.01% | 948 |
|
|
2024
Q4 | $266K | Buy |
3,509
+3,189
| +997% | +$242K | 0.01% | 660 |
|
|
2024
Q3 | $23.7K | Buy |
+320
| New | +$23.7K | ﹤0.01% | 1249 |
|
|
2024
Q2 | – | Sell |
-151
| Closed | -$9.72K | – | 943 |
|
|
2024
Q1 | $9.72K | Buy |
151
+136
| +907% | +$8.75K | ﹤0.01% | 835 |
|
|
2023
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 675 |
|