Klein Pavlis & Peasley Financial’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	$215K	Buy	+2,601	New	+$215K	0.14%	71
2024 Q3	–	Sell	-19,091	Closed	-$1.2M	–	84
2024 Q2	$1.2M	Sell	19,091 -9,385	-33%	-$588K	1.06%	39
2024 Q1	$1.83M	Sell	28,476 -10,598	-27%	-$682K	1.66%	20
2023 Q4	$2.39M	Buy	+39,074	New	+$2.39M	2.23%	12