Lido 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 | $229K | Buy |
2,760
+307
| +13% | +$25.4K | ﹤0.01% | 1318 |
|
|
2025
Q1 | $205K | Buy |
+2,453
| New | +$205K | ﹤0.01% | 1278 |
|
|
2019
Q2 | – | Sell |
-6,924
| Closed | -$440K | – | 521 |
|
|
2019
Q1 | $440K | Buy |
6,924
+78
| +1% | +$4.96K | 0.03% | 285 |
|
|
2018
Q4 | $308K | Buy |
6,846
+843
| +14% | +$37.9K | 0.03% | 279 |
|
|
2018
Q3 | $341K | Buy |
+6,003
| New | +$341K | 0.03% | 293 |
|