LRI Investments’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 | $1.36M | Hold |
16,473
| – | – | 0.12% | 79 |
|
|
2025
Q1 | $1.38M | Sell |
16,473
-6,125
| -27% | -$512K | 0.13% | 75 |
|
|
2024
Q4 | $1.71M | Hold |
22,598
| – | – | 0.17% | 51 |
|
|
2024
Q3 | $1.68M | Buy |
22,598
+16,939
| +299% | +$1.26M | 0.16% | 55 |
|
|
2024
Q2 | $355K | Hold |
5,659
| – | – | 0.04% | 150 |
|
|
2024
Q1 | $364K | Buy |
+5,659
| New | +$364K | 0.09% | 93 |
|