LGT Financial Advisors’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 | $4.33K | Hold |
52
| – | – | 0.01% | 308 |
|
|
2025
Q1 | $4.35K | Sell |
52
-437
| -89% | -$36.6K | 0.01% | 237 |
|
|
2024
Q4 | $37.1K | Hold |
489
| – | – | 0.08% | 192 |
|
|
2024
Q3 | $36.3K | Sell |
489
-482
| -50% | -$35.8K | 0.09% | 175 |
|
|
2024
Q2 | $60.9K | Sell |
971
-1,356
| -58% | -$85K | 0.13% | 142 |
|
|
2024
Q1 | $150K | Sell |
2,327
-96
| -4% | -$6.18K | 0.17% | 138 |
|
|
2023
Q4 | $148K | Buy |
2,423
+46
| +2% | +$2.81K | 0.18% | 132 |
|
|
2023
Q3 | $125K | Buy |
+2,377
| New | +$125K | 0.16% | 136 |
|