Jones Financial Companies’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 | $706K | Buy |
8,628
+1,205
| +16% | +$98.6K | ﹤0.01% | 1149 |
|
|
2025
Q1 | $609K | Buy |
7,423
+1,102
| +17% | +$90.3K | ﹤0.01% | 1039 |
|
|
2024
Q4 | $479K | Buy |
6,321
+1,482
| +31% | +$112K | ﹤0.01% | 1019 |
|
|
2024
Q3 | $358K | Buy |
4,839
+1,407
| +41% | +$104K | ﹤0.01% | 942 |
|
|
2024
Q2 | $215K | Buy |
3,432
+2,263
| +194% | +$142K | ﹤0.01% | 811 |
|
|
2024
Q1 | $75.3K | Buy |
1,169
+1,096
| +1,501% | +$70.6K | ﹤0.01% | 653 |
|
|
2023
Q4 | $4.46K | Buy |
73
+45
| +161% | +$2.75K | ﹤0.01% | 774 |
|
|
2023
Q3 | $1.47K | Buy |
+28
| New | +$1.47K | ﹤0.01% | 594 |
|
|
2023
Q2 | – | Sell |
-173
| Closed | -$9.77K | – | 590 |
|
|
2023
Q1 | $9.77K | Buy |
173
+167
| +2,783% | +$9.43K | ﹤0.01% | 473 |
|
|
2022
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 774 |
|
|
2022
Q3 | – | Sell |
-237
| Closed | -$14K | – | 722 |
|
|
2022
Q2 | $14K | Buy |
+237
| New | +$14K | ﹤0.01% | 445 |
|
|
2021
Q1 | – | Sell |
-59
| Closed | -$4K | – | 863 |
|
|
2020
Q4 | $4K | Buy |
+59
| New | +$4K | ﹤0.01% | 534 |
|