Global Retirement 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
2025 Q4	$183K	Buy	2,094 +694	+50%	+$59.2K	﹤0.01%	1524
2025 Q3	$124K	Sell	1,400 -244	-15%	-$21.1K	﹤0.01%	1423
2025 Q2	$136K	Buy	+1,644	New	+$129K	﹤0.01%	1279
2024 Q4	$107K	Buy	1,417 +149	+12%	+$11.1K	﹤0.01%	1233
2024 Q3	$94.1K	Buy	1,268 +465	+58%	+$33K	﹤0.01%	1269
2024 Q2	$50.3K	Buy	803 +267	+50%	+$16.6K	﹤0.01%	1533
2024 Q1	$34.5K	Buy	536 +60	+13%	+$3.73K	﹤0.01%	1573
2023 Q4	$28.5K	Sell	476 -180	-27%	-$9.83K	﹤0.01%	1588
2023 Q3	$34K	Buy	656 +148	+29%	+$8.46K	﹤0.01%	1439
2023 Q2	$30.8K	Hold	508	–	–	﹤0.01%	1486
2023 Q1	$27.9K	Buy	508 +131	+35%	+$7.55K	﹤0.01%	1500
2022 Q4	$19.6K	Buy	377 +94	+33%	+$4.76K	﹤0.01%	1490
2022 Q3	$15K	Sell	283 -3	-1%	-$173	﹤0.01%	1524
2022 Q2	$17K	Buy	286 +1	+0.4%	+$64	﹤0.01%	1425
2022 Q1	$18K	Buy	+285	New	+$22.3K	﹤0.01%	1395
2021 Q4	–	Sell	-154	Closed	-$11K	–	1594
2021 Q3	$11K	Buy	+154	New	+$11.4K	﹤0.01%	1406
2019 Q2	–	Sell	-100	Closed	-$6K	–	1700
2019 Q1	$6K	Buy	+100	New	+$5.56K	﹤0.01%	1210