Jones Financial Companies’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	$15.4M	Buy	236,065 +225,096	+2,052%	+$17.3M	0.01%	681
2025 Q4	$959K	Buy	10,969 +439	+4%	+$37.4K	﹤0.01%	1244
2025 Q3	$925K	Buy	10,530 +1,902	+22%	+$165K	﹤0.01%	1160
2025 Q2	$706K	Buy	8,628 +1,205	+16%	+$94.7K	﹤0.01%	1149
2025 Q1	$609K	Buy	7,423 +1,102	+17%	+$91.2K	﹤0.01%	1039
2024 Q4	$479K	Buy	6,321 +1,482	+31%	+$111K	﹤0.01%	1019
2024 Q3	$358K	Buy	4,839 +1,407	+41%	+$99.8K	﹤0.01%	942
2024 Q2	$215K	Buy	3,432 +2,263	+194%	+$140K	﹤0.01%	811
2024 Q1	$75.3K	Buy	1,169 +1,096	+1,501%	+$68.1K	﹤0.01%	653
2023 Q4	$4.46K	Buy	73 +45	+161%	+$2.46K	﹤0.01%	774
2023 Q3	$1.47K	Buy	+28	New	+$1.6K	﹤0.01%	594
2023 Q2	–	Sell	-173	Closed	-$9.77K	–	590
2023 Q1	$9.77K	Buy	173 +167	+2,783%	+$9.63K	﹤0.01%	473
2022 Q4	$0	Buy	+6	New	+$304	﹤0.01%	774
2022 Q3	–	Sell	-237	Closed	-$14K	–	722
2022 Q2	$14K	Buy	+237	New	+$15.2K	﹤0.01%	445
2021 Q1	–	Sell	-59	Closed	-$4K	–	863
2020 Q4	$4K	Buy	+59	New	+$3.96K	﹤0.01%	534