Marks Group Wealth Management’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 | $8.79M | Buy |
106,102
+40
| +0% | +$3.31K | 0.82% | 49 |
|
|
2025
Q1 | $8.86M | Sell |
106,062
-4,775
| -4% | -$399K | 0.85% | 36 |
|
|
2024
Q4 | $8.4M | Sell |
110,837
-3,627
| -3% | -$275K | 0.83% | 46 |
|
|
2024
Q3 | $8.49M | Sell |
114,464
-5,255
| -4% | -$390K | 0.81% | 53 |
|
|
2024
Q2 | $7.5M | Buy |
119,719
+9,410
| +9% | +$590K | 0.79% | 55 |
|
|
2024
Q1 | $7.1M | Buy |
110,309
+927
| +0.8% | +$59.7K | 0.74% | 62 |
|
|
2023
Q4 | $6.68M | Buy |
109,382
+1,117
| +1% | +$68.3K | 0.76% | 58 |
|
|
2023
Q3 | $5.69M | Buy |
108,265
+1,439
| +1% | +$75.6K | 0.7% | 64 |
|
|
2023
Q2 | $6.47M | Buy |
106,826
+2,806
| +3% | +$170K | 0.77% | 57 |
|
|
2023
Q1 | $5.87M | Buy |
104,020
+2,021
| +2% | +$114K | 0.75% | 59 |
|
|
2022
Q4 | $5.31M | Buy |
101,999
+2,007
| +2% | +$104K | 0.72% | 60 |
|
|
2022
Q3 | $4.78M | Buy |
99,992
+3,571
| +4% | +$171K | 0.73% | 60 |
|
|
2022
Q2 | $5.6M | Buy |
96,421
+12,663
| +15% | +$735K | 0.81% | 51 |
|
|
2022
Q1 | $6.28M | Buy |
83,758
+5,757
| +7% | +$432K | 0.79% | 44 |
|
|
2021
Q4 | $6.39M | Sell |
78,001
-691
| -0.9% | -$56.6K | 0.78% | 47 |
|
|
2021
Q3 | $5.47M | Buy |
78,692
+114
| +0.1% | +$7.92K | 0.74% | 56 |
|
|
2021
Q2 | $5.67M | Buy |
78,578
+914
| +1% | +$65.9K | 0.78% | 47 |
|
|
2021
Q1 | $5.42M | Buy |
77,664
+539
| +0.7% | +$37.6K | 0.8% | 46 |
|
|
2020
Q4 | $5.61M | Sell |
77,125
-238
| -0.3% | -$17.3K | 0.87% | 30 |
|
|
2020
Q3 | $4.68M | Sell |
77,363
-4,898
| -6% | -$296K | 0.85% | 41 |
|
|
2020
Q2 | $4.64M | Sell |
82,261
-71,440
| -46% | -$4.03M | 0.94% | 20 |
|
|
2020
Q1 | $6.72M | Buy |
153,701
+14,839
| +11% | +$649K | 1.74% | 1 |
|
|
2019
Q4 | $8.53M | Buy |
+138,862
| New | +$8.53M | 1.68% | 1 |
|