Pekin Hardy Strauss’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
$3.19M Sell
38,558
-9,498
-20% -$786K 0.36% 71
2025
Q1
$4.01M Sell
48,056
-18,354
-28% -$1.53M 0.49% 58
2024
Q4
$5.03M Sell
66,410
-6,111
-8% -$463K 0.64% 46
2024
Q3
$5.38M Sell
72,521
-6,993
-9% -$519K 0.69% 37
2024
Q2
$4.98M Sell
79,514
-8,670
-10% -$543K 0.68% 41
2024
Q1
$5.68M Sell
88,184
-17,830
-17% -$1.15M 0.78% 35
2023
Q4
$6.48M Sell
106,014
-7,775
-7% -$475K 0.91% 26
2023
Q3
$5.98M Buy
113,789
+2,510
+2% +$132K 0.94% 25
2023
Q2
$6.74M Sell
111,279
-6,810
-6% -$413K 0.74% 21
2023
Q1
$6.67M Sell
118,089
-7,955
-6% -$449K 0.89% 21
2022
Q4
$6.56M Buy
+126,044
New +$6.56M 0.9% 21