Orion Portfolio Solutions’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
Q1 | $470K | Buy |
+5,632
| New | +$470K | ﹤0.01% | 1453 |
|
|
2024
Q2 | – | Sell |
-8,605
| Closed | -$554K | – | 1796 |
|
|
2024
Q1 | $554K | Buy |
8,605
+3,342
| +63% | +$215K | 0.01% | 1226 |
|
|
2023
Q4 | $321K | Sell |
5,263
-1,071
| -17% | -$65.3K | ﹤0.01% | 1382 |
|
|
2023
Q3 | $333K | Sell |
6,334
-23
| -0.4% | -$1.21K | ﹤0.01% | 1337 |
|
|
2023
Q2 | $385K | Buy |
6,357
+564
| +10% | +$34.2K | ﹤0.01% | 1310 |
|
|
2023
Q1 | $327K | Buy |
+5,793
| New | +$327K | ﹤0.01% | 1313 |
|
|
2020
Q3 | – | Sell |
-19
| Closed | -$1K | – | 1829 |
|
|
2020
Q2 | $1K | Sell |
19
-132
| -87% | -$6.95K | ﹤0.01% | 2079 |
|
|
2020
Q1 | $7K | Buy |
151
+95
| +170% | +$4.4K | ﹤0.01% | 1200 |
|
|
2019
Q4 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 1441 |
|