NewEdge 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 | $4.47K | Sell |
54
-2,537
| -98% | -$210K | ﹤0.01% | 3438 |
|
|
2025
Q1 | $216K | Buy |
2,591
+2,549
| +6,069% | +$213K | ﹤0.01% | 2060 |
|
|
2024
Q4 | $3.18K | Sell |
42
-25
| -37% | -$1.89K | ﹤0.01% | 3354 |
|
|
2024
Q3 | $4.99K | Hold |
67
| – | – | ﹤0.01% | 3171 |
|
|
2024
Q2 | $4.21K | Hold |
67
| – | – | ﹤0.01% | 3146 |
|
|
2024
Q1 | $4.32K | Sell |
67
-41
| -38% | -$2.64K | ﹤0.01% | 3186 |
|
|
2023
Q4 | $6.61K | Buy |
108
+45
| +71% | +$2.75K | ﹤0.01% | 3019 |
|
|
2023
Q3 | $3.31K | Sell |
63
-4,271
| -99% | -$224K | ﹤0.01% | 2924 |
|
|
2023
Q2 | $263K | Buy |
4,334
+193
| +5% | +$11.7K | ﹤0.01% | 1510 |
|
|
2023
Q1 | $234K | Buy |
4,141
+3,839
| +1,271% | +$217K | ﹤0.01% | 1475 |
|
|
2022
Q4 | $15.7K | Buy |
+302
| New | +$15.7K | ﹤0.01% | 2209 |
|
|
2021
Q1 | – | Sell |
-19,063
| Closed | -$1.39M | – | 1108 |
|
|
2020
Q4 | $1.39M | Sell |
19,063
-1,407
| -7% | -$102K | 0.05% | 335 |
|
|
2020
Q3 | $1.24M | Buy |
+20,470
| New | +$1.24M | 0.04% | 334 |
|
|
2017
Q3 | – | Sell |
-270
| Closed | -$10.5K | – | 1021 |
|
|
2017
Q2 | $10.5K | Buy |
+270
| New | +$10.5K | ﹤0.01% | 948 |
|