JFS Wealth 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 | $20K | Sell |
242
-5
| -2% | -$414 | ﹤0.01% | 661 |
|
|
2025
Q1 | $20.6K | Hold |
247
| – | – | ﹤0.01% | 652 |
|
|
2024
Q4 | $18.7K | Sell |
247
-98
| -28% | -$7.43K | ﹤0.01% | 665 |
|
|
2024
Q3 | $25.6K | Buy |
345
+108
| +46% | +$8.02K | ﹤0.01% | 589 |
|
|
2024
Q2 | $14.9K | Hold |
237
| – | – | ﹤0.01% | 674 |
|
|
2024
Q1 | $15.3K | Hold |
237
| – | – | ﹤0.01% | 688 |
|
|
2023
Q4 | $14.5K | Buy |
237
+73
| +45% | +$4.46K | ﹤0.01% | 671 |
|
|
2023
Q3 | $8.62K | Sell |
164
-21
| -11% | -$1.1K | ﹤0.01% | 780 |
|
|
2023
Q2 | $11.2K | Sell |
185
-1
| -0.5% | -$61 | ﹤0.01% | 695 |
|
|
2023
Q1 | $10.5K | Sell |
186
-1
| -0.5% | -$56 | ﹤0.01% | 701 |
|
|
2022
Q4 | $9.74K | Sell |
187
-43
| -19% | -$2.24K | ﹤0.01% | 723 |
|
|
2022
Q3 | $11K | Sell |
230
-77
| -25% | -$3.68K | ﹤0.01% | 706 |
|
|
2022
Q2 | $18K | Sell |
307
-39
| -11% | -$2.29K | ﹤0.01% | 612 |
|
|
2022
Q1 | $26K | Buy |
346
+304
| +724% | +$22.8K | ﹤0.01% | 547 |
|
|
2021
Q4 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 990 |
|