Kestra Private Wealth 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 | $1.37M | Buy |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $936K | Buy |
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|
2024
Q3 | $639K | Sell |
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|
2024
Q2 | $596K | Sell |
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|
2024
Q1 | $624K | Buy |
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|
2023
Q4 | $590K | Buy |
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $489K | Sell |
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|
2023
Q1 | $457K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $400K | Buy |
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|
2022
Q2 | $403K | Buy |
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|
2022
Q1 | $357K | Sell |
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|
2021
Q4 | $393K | Buy |
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|
2021
Q3 | $331K | Buy |
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|
2021
Q2 | $337K | Buy |
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