Kestra Advisory Services’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
Q2
$1.31M Sell
2025
Q1
$1.34M Buy
2024
Q4
$694K Buy
2024
Q3
$591K Buy
2024
Q2
$461K Buy
2024
Q1
$451K Buy
2023
Q4
$377K Buy
2023
Q3
$318K Buy
2023
Q2
$324K Buy
2023
Q1
$256K Sell
2022
Q4
$437K Buy
2022
Q3
$289K Sell
2022
Q2
$651K Buy
2022
Q1
$373K Sell
2021
Q4
$410K Buy
2021
Q3
$304K Buy
2021
Q2
$229K Buy