Legacy Capital Group California’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	$285K	Buy	3,438 +200	+6%	+$16.6K	0.08%	273
2025 Q1	$270K	Buy	3,238 +235	+8%	+$19.6K	0.09%	248
2024 Q4	$228K	Buy	3,003 +164	+6%	+$12.4K	0.07%	292
2024 Q3	$211K	Buy	+2,839	New	+$211K	0.07%	297