Oppenheimer & Co’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 | $753K | Sell |
9,098
-75
| -0.8% | -$6.21K | 0.01% | 983 |
|
|
2025
Q1 | $766K | Buy |
9,173
+208
| +2% | +$17.4K | 0.01% | 919 |
|
|
2024
Q4 | $679K | Hold |
8,965
| – | – | 0.01% | 954 |
|
|
2024
Q3 | $665K | Sell |
8,965
-500
| -5% | -$37.1K | 0.01% | 934 |
|
|
2024
Q2 | $593K | Buy |
9,465
+3,800
| +67% | +$238K | 0.01% | 951 |
|
|
2024
Q1 | $365K | Hold |
5,665
| – | – | 0.01% | 1106 |
|
|
2023
Q4 | $346K | Buy |
+5,665
| New | +$346K | 0.01% | 1093 |
|
|
2019
Q2 | – | Sell |
-26,735
| Closed | -$1.7M | – | 1380 |
|
|
2019
Q1 | $1.7M | Buy |
26,735
+179
| +0.7% | +$11.4K | 0.05% | 430 |
|
|
2018
Q4 | $1.2M | Buy |
+26,556
| New | +$1.2M | 0.04% | 482 |
|