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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $925K | Buy |
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|
2025
Q2 | $706K | Buy |
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|
2025
Q1 | $609K | Buy |
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|
2024
Q4 | $479K | Buy |
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|
2024
Q3 | $358K | Buy |
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|
2024
Q2 | $215K | Buy |
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|
2024
Q1 | $75.3K | Buy |
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|
2023
Q4 | $4.46K | Buy |
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|
2023
Q3 | $1.47K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $9.77K | Buy |
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|
2022
Q4 | $0 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $14K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4K | Buy |
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