Plante Moran Financial Advisors’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
2025 Q1	–	Sell	-36	Closed	-$2.73K	–	966
2024 Q4	$2.73K	Buy	+36	New	+$2.69K	﹤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%	-$18.9K	﹤0.01%	876
2020 Q4	$23K	Sell	322 -60	-16%	-$4.02K	0.01%	506
2020 Q3	$23K	Buy	382 +60	+19%	+$3.59K	0.01%	473
2020 Q2	$18K	Buy	322 +280	+667%	+$15.3K	0.01%	453
2020 Q1	$2K	Hold	42	–	–	﹤0.01%	659
2019 Q4	$3K	Hold	42	–	–	﹤0.01%	667
2019 Q3	$2K	Hold	42	–	–	﹤0.01%	791
2019 Q2	$2K	Hold	42	–	–	﹤0.01%	737
2019 Q1	$3K	Hold	42	–	–	﹤0.01%	693
2018 Q4	$2K	Hold	42	–	–	﹤0.01%	746
2018 Q3	$2K	Hold	42	–	–	﹤0.01%	710
2018 Q2	$2K	Hold	42	–	–	﹤0.01%	741
2018 Q1	$2K	Buy	+42	New	+$2.08K	﹤0.01%	866
2017 Q1	–	Sell	-98	Closed	-$3K	–	1016
2016 Q4	$3K	Hold	98	–	–	﹤0.01%	813
2016 Q3	$3K	Hold	98	–	–	﹤0.01%	800
2016 Q2	$3K	Buy	98 +18	+23%	+$540	﹤0.01%	745
2016 Q1	$3K	Buy	+80	New	+$2.43K	﹤0.01%	670