Principal Financial Group’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 | $732K | Sell |
8,841
-1,713
| -16% | -$142K | ﹤0.01% | 1935 |
|
|
2025
Q1 | $882K | Sell |
10,554
-464
| -4% | -$38.8K | ﹤0.01% | 1868 |
|
|
2024
Q4 | $835K | Sell |
11,018
-2,934
| -21% | -$222K | ﹤0.01% | 1895 |
|
|
2024
Q3 | $1.04M | Sell |
13,952
-2,039
| -13% | -$151K | ﹤0.01% | 1856 |
|
|
2024
Q2 | $1M | Sell |
15,991
-2,431
| -13% | -$152K | ﹤0.01% | 1862 |
|
|
2024
Q1 | $1.19M | Buy |
18,422
+4,732
| +35% | +$305K | ﹤0.01% | 1847 |
|
|
2023
Q4 | $837K | Sell |
13,690
-3,389
| -20% | -$207K | ﹤0.01% | 1864 |
|
|
2023
Q3 | $897K | Sell |
17,079
-390
| -2% | -$20.5K | ﹤0.01% | 1854 |
|
|
2023
Q2 | $1.06M | Sell |
17,469
-4,587
| -21% | -$278K | ﹤0.01% | 1836 |
|
|
2023
Q1 | $1.25M | Buy |
22,056
+906
| +4% | +$51.2K | ﹤0.01% | 1828 |
|
|
2022
Q4 | $1.1M | Sell |
21,150
-3,561
| -14% | -$185K | ﹤0.01% | 1847 |
|
|
2022
Q3 | $1.18M | Sell |
24,711
-4,006
| -14% | -$191K | ﹤0.01% | 1816 |
|
|
2022
Q2 | $1.67M | Sell |
28,717
-31,985
| -53% | -$1.86M | ﹤0.01% | 1840 |
|
|
2022
Q1 | $4.55M | Buy |
60,702
+19,679
| +48% | +$1.48M | ﹤0.01% | 1691 |
|
|
2021
Q4 | $3.36M | Sell |
41,023
-3,563
| -8% | -$292K | ﹤0.01% | 1773 |
|
|
2021
Q3 | $3.1M | Buy |
44,586
+3,939
| +10% | +$273K | ﹤0.01% | 1796 |
|
|
2021
Q2 | $2.93M | Buy |
40,647
+8,667
| +27% | +$625K | ﹤0.01% | 1834 |
|
|
2021
Q1 | $2.24M | Buy |
31,980
+9,356
| +41% | +$654K | ﹤0.01% | 1835 |
|
|
2020
Q4 | $1.65M | Sell |
22,624
-3,105
| -12% | -$226K | ﹤0.01% | 1842 |
|
|
2020
Q3 | $1.56M | Buy |
25,729
+3,928
| +18% | +$238K | ﹤0.01% | 1786 |
|
|
2020
Q2 | $1.23M | Sell |
21,801
-7,459
| -25% | -$421K | ﹤0.01% | 1788 |
|
|
2020
Q1 | $1.28M | Buy |
29,260
+1,974
| +7% | +$86.5K | ﹤0.01% | 1699 |
|
|
2019
Q4 | $1.68M | Buy |
27,286
+4,069
| +18% | +$250K | ﹤0.01% | 1751 |
|
|
2019
Q3 | $1.2M | Sell |
23,217
-3,606
| -13% | -$186K | ﹤0.01% | 1805 |
|
|
2019
Q2 | $1.55M | Sell |
26,823
-3,257
| -11% | -$188K | ﹤0.01% | 1767 |
|
|
2019
Q1 | $1.92M | Buy |
30,080
+6,652
| +28% | +$424K | ﹤0.01% | 1744 |
|
|
2018
Q4 | $1.06M | Sell |
23,428
-8,490
| -27% | -$383K | ﹤0.01% | 1806 |
|
|
2018
Q3 | $1.81M | Sell |
31,918
-8,120
| -20% | -$461K | ﹤0.01% | 1771 |
|
|
2018
Q2 | $2.08M | Buy |
40,038
+14,092
| +54% | +$731K | ﹤0.01% | 1751 |
|
|
2018
Q1 | $1.39M | Sell |
25,946
-4,835
| -16% | -$259K | ﹤0.01% | 1785 |
|
|
2017
Q4 | $1.25M | Buy |
30,781
+1,725
| +6% | +$69.8K | ﹤0.01% | 1817 |
|
|
2017
Q3 | $1.17M | Sell |
29,056
-12,920
| -31% | -$519K | ﹤0.01% | 1812 |
|
|
2017
Q2 | $1.61M | Buy |
41,976
+10,478
| +33% | +$402K | ﹤0.01% | 1771 |
|
|
2017
Q1 | $1.12M | Sell |
31,498
-914
| -3% | -$32.4K | ﹤0.01% | 1801 |
|
|
2016
Q4 | $927K | Sell |
32,412
-4,184
| -11% | -$120K | ﹤0.01% | 1826 |
|
|
2016
Q3 | $1.18M | Sell |
36,596
-476
| -1% | -$15.3K | ﹤0.01% | 1748 |
|
|
2016
Q2 | $1.04M | Buy |
37,072
+5,574
| +18% | +$157K | ﹤0.01% | 1746 |
|
|
2016
Q1 | $999K | Sell |
31,498
-14,636
| -32% | -$464K | ﹤0.01% | 1730 |
|
|
2015
Q4 | $1.58M | Buy |
46,134
+88
| +0.2% | +$3K | ﹤0.01% | 1690 |
|
|
2015
Q3 | $1.61M | Buy |
46,046
+3,832
| +9% | +$134K | ﹤0.01% | 1696 |
|
|
2015
Q2 | $1.32M | Buy |
42,214
+17,424
| +70% | +$544K | ﹤0.01% | 1749 |
|
|
2015
Q1 | $772K | Sell |
24,790
-332
| -1% | -$10.3K | ﹤0.01% | 1797 |
|
|
2014
Q4 | $735K | Sell |
25,122
-3,926
| -14% | -$115K | ﹤0.01% | 1831 |
|
|
2014
Q3 | $637K | Buy |
29,048
+786
| +3% | +$17.2K | ﹤0.01% | 1809 |
|
|
2014
Q2 | $625K | Sell |
28,262
-9,552
| -25% | -$211K | ﹤0.01% | 1844 |
|
|
2014
Q1 | $757K | Sell |
37,814
-360
| -0.9% | -$7.21K | ﹤0.01% | 1808 |
|
|
2013
Q4 | $845K | Hold |
38,174
| – | – | ﹤0.01% | 1798 |
|
|
2013
Q3 | $727K | Sell |
38,174
-2,500
| -6% | -$47.6K | ﹤0.01% | 1790 |
|
|
2013
Q2 | $669K | Buy |
+40,674
| New | +$669K | ﹤0.01% | 1779 |
|