Parcion Private Wealth’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 | $5.9M | Sell |
71,297
-104
| -0.1% | -$8.61K | 0.42% | 56 |
|
|
2025
Q1 | $5.96M | Buy |
71,401
+2,136
| +3% | +$178K | 0.49% | 53 |
|
|
2024
Q4 | $5.25M | Buy |
69,265
+515
| +0.7% | +$39K | 0.4% | 59 |
|
|
2024
Q3 | $5.1M | Buy |
68,750
+2,890
| +4% | +$214K | 0.42% | 51 |
|
|
2024
Q2 | $4.13M | Sell |
65,860
-138
| -0.2% | -$8.65K | 0.38% | 57 |
|
|
2024
Q1 | $4.25M | Sell |
65,998
-209
| -0.3% | -$13.5K | 0.37% | 60 |
|
|
2023
Q4 | $4.05M | Buy |
+66,207
| New | +$4.05M | 0.37% | 59 |
|