IFP Advisors’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 | $306K | Sell |
3,375
-798
| -19% | -$72.3K | 0.01% | 1056 |
|
|
2025
Q1 | $349K | Buy |
4,173
+1,761
| +73% | +$147K | 0.01% | 921 |
|
|
2024
Q4 | $183K | Buy |
2,412
+213
| +10% | +$16.1K | 0.01% | 1158 |
|
|
2024
Q3 | $163K | Buy |
2,199
+1,778
| +422% | +$132K | 0.01% | 1182 |
|
|
2024
Q2 | $26.4K | Buy |
421
+6
| +1% | +$376 | ﹤0.01% | 1955 |
|
|
2024
Q1 | $26.7K | Sell |
415
-15
| -3% | -$966 | ﹤0.01% | 1847 |
|
|
2023
Q4 | $26.3K | Sell |
430
-51
| -11% | -$3.12K | ﹤0.01% | 1806 |
|
|
2023
Q3 | $25.3K | Buy |
481
+4
| +0.8% | +$210 | ﹤0.01% | 1826 |
|
|
2023
Q2 | $28.9K | Buy |
477
+275
| +136% | +$16.7K | ﹤0.01% | 1846 |
|
|
2023
Q1 | $11.1K | Sell |
202
-80
| -28% | -$4.38K | ﹤0.01% | 2244 |
|
|
2022
Q4 | $18K | Sell |
282
-376
| -57% | -$24K | ﹤0.01% | 2988 |
|
|
2022
Q3 | $43K | Sell |
658
-159
| -19% | -$10.4K | ﹤0.01% | 2492 |
|
|
2022
Q2 | $46K | Hold |
817
| – | – | ﹤0.01% | 2217 |
|
|
2022
Q1 | $46K | Buy |
817
+696
| +575% | +$39.2K | ﹤0.01% | 2217 |
|
|
2021
Q4 | $10K | Hold |
121
| – | – | ﹤0.01% | 2200 |
|
|
2021
Q3 | $8K | Buy |
121
+50
| +70% | +$3.31K | ﹤0.01% | 2322 |
|
|
2021
Q2 | $6K | Hold |
71
| – | – | ﹤0.01% | 2406 |
|
|
2021
Q1 | $4K | Sell |
71
-507
| -88% | -$28.6K | ﹤0.01% | 2476 |
|
|
2020
Q4 | $44K | Buy |
578
+557
| +2,652% | +$42.4K | ﹤0.01% | 1486 |
|
|
2020
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 2688 |
|
|
2020
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 2579 |
|
|
2020
Q1 | – | Sell |
-88
| Closed | -$5K | – | 3547 |
|
|
2019
Q4 | $5K | Buy |
88
+38
| +76% | +$2.16K | ﹤0.01% | 2186 |
|
|
2019
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 2569 |
|
|
2019
Q1 | $3K | Sell |
50
-261
| -84% | -$15.7K | ﹤0.01% | 2031 |
|
|
2018
Q4 | $14K | Sell |
311
-1,232
| -80% | -$55.5K | ﹤0.01% | 2308 |
|
|
2018
Q3 | $88K | Buy |
1,543
+200
| +15% | +$11.4K | ﹤0.01% | 1558 |
|
|
2018
Q2 | $70K | Buy |
1,343
+296
| +28% | +$15.4K | ﹤0.01% | 1703 |
|
|
2018
Q1 | $42K | Hold |
1,047
| – | – | ﹤0.01% | 1925 |
|
|
2017
Q4 | $42K | Sell |
1,047
-139
| -12% | -$5.58K | ﹤0.01% | 1921 |
|
|
2017
Q3 | $48K | Buy |
1,186
+238
| +25% | +$9.63K | ﹤0.01% | 2001 |
|
|
2017
Q2 | $36K | Buy |
+948
| New | +$36K | ﹤0.01% | 2170 |
|
|
2016
Q2 | – | Sell |
-100
| Closed | -$3K | – | 4164 |
|
|
2016
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2031 |
|