Plante Moran Financial Advisors’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 | – | Sell |
-36
| Closed | -$2.73K | – | 966 |
|
|
2024
Q4 | $2.73K | Buy |
+36
| New | +$2.73K | ﹤0.01% | 759 |
|
|
2021
Q4 | – | Sell |
-42
| Closed | -$3K | – | 1106 |
|
|
2021
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 845 |
|
|
2021
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 862 |
|
|
2021
Q1 | $3K | Sell |
42
-280
| -87% | -$20K | ﹤0.01% | 876 |
|
|
2020
Q4 | $23K | Sell |
322
-60
| -16% | -$4.29K | 0.01% | 506 |
|
|
2020
Q3 | $23K | Buy |
382
+60
| +19% | +$3.61K | 0.01% | 472 |
|
|
2020
Q2 | $18K | Buy |
322
+280
| +667% | +$15.7K | 0.01% | 452 |
|
|
2020
Q1 | $2K | Hold |
42
| – | – | ﹤0.01% | 658 |
|
|
2019
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 666 |
|
|
2019
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 791 |
|
|
2019
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 735 |
|
|
2019
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 691 |
|
|
2018
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 744 |
|
|
2018
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 709 |
|
|
2018
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 739 |
|
|
2018
Q1 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 864 |
|
|
2017
Q1 | – | Sell |
-98
| Closed | -$3K | – | 1014 |
|
|
2016
Q4 | $3K | Hold |
98
| – | – | ﹤0.01% | 812 |
|
|
2016
Q3 | $3K | Hold |
98
| – | – | ﹤0.01% | 799 |
|
|
2016
Q2 | $3K | Buy |
98
+18
| +23% | +$551 | ﹤0.01% | 743 |
|
|
2016
Q1 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 670 |
|