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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Sell |
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|
2025
Q1 | $753K | Hold |
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|
2024
Q4 | $683K | Buy |
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|
2024
Q3 | $665K | Hold |
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|
2024
Q2 | $562K | Hold |
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|
2024
Q1 | $577K | Buy |
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|
2023
Q4 | $547K | Buy |
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|
2023
Q3 | $469K | Sell |
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|
2023
Q2 | $542K | Sell |
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|
2023
Q1 | $513K | Buy |
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|
2022
Q4 | $468K | Sell |
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|
2022
Q3 | $441K | Hold |
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|
2022
Q2 | $536K | Sell |
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|
2022
Q1 | $699K | Buy |
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|
2021
Q4 | $754K | Buy |
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|
2021
Q3 | $637K | Hold |
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|
2021
Q2 | $662K | Hold |
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|
2021
Q1 | $642K | Buy |
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|
2020
Q4 | $666K | Buy |
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|
2020
Q3 | $536K | Sell |
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|
2020
Q2 | $515K | Hold |
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|
2020
Q1 | $400 | Sell |
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|
2019
Q4 | $582K | Sell |
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|
2019
Q3 | $517K | Buy |
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|
2019
Q2 | $573K | Hold |
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|
2019
Q1 | $634K | Sell |
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|
2018
Q4 | $465K | Sell |
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|
2018
Q3 | $1.56M | Buy |
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|
2018
Q2 | $536K | Sell |
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|
2018
Q1 | $566K | Sell |
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|
2017
Q4 | $534K | Buy |
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|
2017
Q3 | $419K | Sell |
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|
2017
Q2 | $408K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $767K | Hold |
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|
2015
Q3 | $787K | Buy |
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