Global Retirement Partners’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
$136K Buy
+1,644
New +$136K ﹤0.01% 1279
2024
Q4
$107K Buy
1,417
+149
+12% +$11.3K ﹤0.01% 1233
2024
Q3
$94.1K Buy
1,268
+465
+58% +$34.5K ﹤0.01% 1269
2024
Q2
$50.3K Buy
803
+267
+50% +$16.7K ﹤0.01% 1533
2024
Q1
$34.5K Buy
536
+60
+13% +$3.86K ﹤0.01% 1573
2023
Q4
$28.5K Sell
476
-180
-27% -$10.8K ﹤0.01% 1588
2023
Q3
$34K Buy
656
+148
+29% +$7.68K ﹤0.01% 1440
2023
Q2
$30.8K Hold
508
﹤0.01% 1485
2023
Q1
$27.9K Buy
508
+131
+35% +$7.21K ﹤0.01% 1499
2022
Q4
$19.6K Buy
377
+94
+33% +$4.89K ﹤0.01% 1489
2022
Q3
$15K Sell
283
-3
-1% -$159 ﹤0.01% 1523
2022
Q2
$17K Buy
286
+1
+0.4% +$59 ﹤0.01% 1423
2022
Q1
$18K Buy
+285
New +$18K ﹤0.01% 1393
2021
Q4
Sell
-154
Closed -$11K 1593
2021
Q3
$11K Buy
+154
New +$11K ﹤0.01% 1405
2019
Q2
Sell
-100
Closed -$6K 1700
2019
Q1
$6K Buy
+100
New +$6K ﹤0.01% 1210