Pekin Hardy Strauss’s SS&C Technologies SSNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.95M	Sell	28,891 -3,979	-12%	-$306K	0.2%	134
2025 Q4	$2.87M	Sell	32,870 -1,675	-5%	-$143K	0.27%	98
2025 Q3	$3.07M	Sell	34,545 -4,013	-10%	-$347K	0.31%	85
2025 Q2	$3.19M	Sell	38,558 -9,498	-20%	-$747K	0.36%	71
2025 Q1	$4.01M	Sell	48,056 -18,354	-28%	-$1.52M	0.49%	58
2024 Q4	$5.03M	Sell	66,410 -6,111	-8%	-$457K	0.64%	46
2024 Q3	$5.38M	Sell	72,521 -6,993	-9%	-$496K	0.69%	37
2024 Q2	$4.98M	Sell	79,514 -8,670	-10%	-$538K	0.68%	41
2024 Q1	$5.68M	Sell	88,184 -17,830	-17%	-$1.11M	0.78%	35
2023 Q4	$6.48M	Sell	106,014 -7,775	-7%	-$425K	0.97%	28
2023 Q3	$5.98M	Buy	113,789 +2,510	+2%	+$143K	0.95%	25
2023 Q2	$6.74M	Sell	111,279 -6,810	-6%	-$387K	1.05%	23
2023 Q1	$6.67M	Sell	118,089 -7,955	-6%	-$459K	1.04%	23
2022 Q4	$6.56M	Buy	+126,044	New	+$6.39M	1.04%	23