Kingsview Wealth Management’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 | $13.3M | Buy |
161,149
+40,268
| +33% | +$3.33M | 0.23% | 79 |
|
|
2025
Q1 | $10.1M | Sell |
120,881
-49,366
| -29% | -$4.12M | 0.19% | 111 |
|
|
2024
Q4 | $12.9M | Buy |
170,247
+41,640
| +32% | +$3.16M | 0.25% | 71 |
|
|
2024
Q3 | $9.54M | Buy |
128,607
+242
| +0.2% | +$18K | 0.2% | 95 |
|
|
2024
Q2 | $8.04M | Buy |
128,365
+4,778
| +4% | +$299K | 0.19% | 115 |
|
|
2024
Q1 | $7.96M | Buy |
123,587
+5,674
| +5% | +$365K | 0.2% | 121 |
|
|
2023
Q4 | $7.21M | Buy |
117,913
+41,044
| +53% | +$2.51M | 0.22% | 123 |
|
|
2023
Q3 | $4.04M | Buy |
76,869
+16,044
| +26% | +$843K | 0.15% | 167 |
|
|
2023
Q2 | $3.69M | Sell |
60,825
-851
| -1% | -$51.6K | 0.14% | 156 |
|
|
2023
Q1 | $3.48M | Buy |
61,676
+871
| +1% | +$49.2K | 0.15% | 159 |
|
|
2022
Q4 | $3.17M | Buy |
+60,805
| New | +$3.17M | 0.14% | 174 |
|