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 |
|