Greenleaf Trust’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 | $1.82M | Sell |
26,890
-975
| -3% | -$75K | 0.02% | 214 |
|
|
2025
Q4 | $2.44M | Sell |
27,865
-917
| -3% | -$78.2K | 0.02% | 169 |
|
|
2025
Q3 | $2.55M | Sell |
28,782
-573
| -2% | -$49.6K | 0.02% | 165 |
|
|
2025
Q2 | $2.43M | Sell |
29,355
-520
| -2% | -$40.9K | 0.02% | 167 |
|
|
2025
Q1 | $2.5M | Sell |
29,875
-1,358
| -4% | -$112K | 0.02% | 172 |
|
|
2024
Q4 | $2.37M | Sell |
31,233
-1,108
| -3% | -$82.9K | 0.02% | 174 |
|
|
2024
Q3 | $2.4M | Buy |
32,341
+27,414
| +556% | +$1.94M | 0.02% | 170 |
|
|
2024
Q2 | $309K | Buy |
4,927
+104
| +2% | +$6.45K | ﹤0.01% | 618 |
|
|
2024
Q1 | $310K | Sell |
4,823
-40
| -0.8% | -$2.48K | ﹤0.01% | 594 |
|
|
2023
Q4 | $297K | Sell |
4,863
-1,906
| -28% | -$104K | ﹤0.01% | 595 |
|
|
2023
Q3 | $356K | Buy |
6,769
+4
| +0.1% | +$229 | ﹤0.01% | 533 |
|
|
2023
Q2 | $410K | Sell |
6,765
-227
| -3% | -$12.9K | ﹤0.01% | 500 |
|
|
2023
Q1 | $395K | Sell |
6,992
-30
| -0.4% | -$1.73K | ﹤0.01% | 520 |
|
|
2022
Q4 | $366K | Buy |
7,022
+1,491
| +27% | +$75.6K | ﹤0.01% | 519 |
|
|
2022
Q3 | $264K | Buy |
5,531
+31
| +0.6% | +$1.78K | ﹤0.01% | 579 |
|
|
2022
Q2 | $319K | Buy |
5,500
+423
| +8% | +$27.2K | ﹤0.01% | 529 |
|
|
2022
Q1 | $381K | Buy |
5,077
+68
| +1% | +$5.32K | ﹤0.01% | 502 |
|
|
2021
Q4 | $411K | Buy |
5,009
+1,348
| +37% | +$104K | ﹤0.01% | 489 |
|
|
2021
Q3 | $254K | Hold |
3,661
| – | – | ﹤0.01% | 625 |
|
|
2021
Q2 | $264K | Hold |
3,661
| – | – | ﹤0.01% | 623 |
|
|
2021
Q1 | $256K | Sell |
3,661
-311
| -8% | -$21K | ﹤0.01% | 609 |
|
|
2020
Q4 | $289K | Hold |
3,972
| – | – | ﹤0.01% | 470 |
|
|
2020
Q3 | $240K | Sell |
3,972
-1,024
| -20% | -$61.3K | ﹤0.01% | 471 |
|
|
2020
Q2 | $282K | Buy |
+4,996
| New | +$272K | ﹤0.01% | 416 |
|
Other funds holding SSNC
VPM
VCM
