OneDigital Investment 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 | $214K | Buy |
+2,587
| New | +$214K | ﹤0.01% | 1361 |
|
|
2024
Q4 | – | Sell |
-6,244
| Closed | -$463K | – | 1509 |
|
|
2024
Q3 | $463K | Buy |
6,244
+266
| +4% | +$19.7K | 0.01% | 964 |
|
|
2024
Q2 | $375K | Buy |
5,978
+837
| +16% | +$52.5K | ﹤0.01% | 1007 |
|
|
2024
Q1 | $331K | Sell |
5,141
-99
| -2% | -$6.37K | 0.01% | 879 |
|
|
2023
Q4 | $320K | Sell |
5,240
-184
| -3% | -$11.2K | 0.01% | 886 |
|
|
2023
Q3 | $285K | Buy |
5,424
+546
| +11% | +$28.7K | 0.01% | 824 |
|
|
2023
Q2 | $296K | Buy |
+4,878
| New | +$296K | 0.01% | 833 |
|