Moody Lynn & Lieberson’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $588K | Sell |
8,706
-17
| -0.2% | -$1.31K | 0.03% | 166 |
|
|
2025
Q4 | $763K | Sell |
8,723
-460
| -5% | -$39.2K | 0.04% | 136 |
|
|
2025
Q3 | $815K | Buy |
9,183
+208
| +2% | +$18K | 0.04% | 131 |
|
|
2025
Q2 | $743K | Sell |
8,975
-44
| -0.5% | -$3.46K | 0.04% | 140 |
|
|
2025
Q1 | $753K | Hold |
9,019
| – | – | 0.05% | 138 |
|
|
2024
Q4 | $683K | Buy |
9,019
+54
| +0.6% | +$4.04K | 0.04% | 147 |
|
|
2024
Q3 | $665K | Hold |
8,965
| – | – | 0.04% | 154 |
|
|
2024
Q2 | $562K | Hold |
8,965
| – | – | 0.04% | 152 |
|
|
2024
Q1 | $577K | Buy |
8,965
+17
| +0.2% | +$1.06K | 0.04% | 146 |
|
|
2023
Q4 | $547K | Buy |
8,948
+30
| +0.3% | +$1.64K | 0.04% | 151 |
|
|
2023
Q3 | $469K | Sell |
8,918
-33
| -0.4% | -$1.89K | 0.04% | 147 |
|
|
2023
Q2 | $542K | Sell |
8,951
-132
| -1% | -$7.51K | 0.04% | 143 |
|
|
2023
Q1 | $513K | Buy |
9,083
+88
| +1% | +$5.07K | 0.05% | 151 |
|
|
2022
Q4 | $468K | Sell |
8,995
-237
| -3% | -$12K | 0.04% | 160 |
|
|
2022
Q3 | $441K | Hold |
9,232
| – | – | 0.04% | 149 |
|
|
2022
Q2 | $536K | Sell |
9,232
-85
| -0.9% | -$5.47K | 0.05% | 142 |
|
|
2022
Q1 | $699K | Buy |
9,317
+114
| +1% | +$8.91K | 0.05% | 136 |
|
|
2021
Q4 | $754K | Buy |
9,203
+18
| +0.2% | +$1.39K | 0.05% | 146 |
|
|
2021
Q3 | $637K | Hold |
9,185
| – | – | 0.05% | 144 |
|
|
2021
Q2 | $662K | Hold |
9,185
| – | – | 0.05% | 137 |
|
|
2021
Q1 | $642K | Buy |
9,185
+29
| +0.3% | +$1.96K | 0.05% | 139 |
|
|
2020
Q4 | $666K | Buy |
9,156
+305
| +3% | +$20.4K | 0.06% | 131 |
|
|
2020
Q3 | $536K | Sell |
8,851
-270
| -3% | -$16.2K | 0.05% | 133 |
|
|
2020
Q2 | $515K | Hold |
9,121
| – | – | 0.06% | 123 |
|
|
2020
Q1 | $400 | Sell |
9,121
-355
| -4% | -$20.1K | 0.06% | 120 |
|
|
2019
Q4 | $582K | Sell |
9,476
-545
| -5% | -$30.6K | 0.06% | 144 |
|
|
2019
Q3 | $517K | Buy |
10,021
+68
| +0.7% | +$3.48K | 0.06% | 139 |
|
|
2019
Q2 | $573K | Hold |
9,953
| – | – | 0.06% | 138 |
|
|
2019
Q1 | $634K | Sell |
9,953
-352
| -3% | -$19.6K | 0.07% | 123 |
|
|
2018
Q4 | $465K | Sell |
10,305
-17,135
| -62% | -$832K | 0.06% | 140 |
|
|
2018
Q3 | $1.56M | Buy |
27,440
+17,109
| +166% | +$949K | 0.17% | 90 |
|
|
2018
Q2 | $536K | Sell |
10,331
-218
| -2% | -$11K | 0.06% | 147 |
|
|
2018
Q1 | $566K | Sell |
10,549
-147
| -1% | -$7.29K | 0.07% | 136 |
|
|
2017
Q4 | $534K | Buy |
10,696
+260
| +2% | +$10.6K | 0.06% | 155 |
|
|
2017
Q3 | $419K | Sell |
10,436
-184
| -2% | -$7.1K | 0.05% | 173 |
|
|
2017
Q2 | $408K | Buy |
+10,620
| New | +$396K | 0.05% | 173 |
|
|
2016
Q1 | – | Sell |
-22,480
| Closed | -$767K | – | 188 |
|
|
2015
Q4 | $767K | Hold |
22,480
| – | – | 0.12% | 98 |
|
|
2015
Q3 | $787K | Buy |
+22,480
| New | +$759K | 0.15% | 83 |
|
Other funds holding SSNC
VPM
VCM
