Prudent Man 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
Q2
$633K Sell
7,641
-10
-0.1% -$828 0.2% 111
2025
Q1
$639K Buy
7,651
+163
+2% +$13.6K 0.23% 101
2024
Q4
$567K Sell
7,488
-945
-11% -$71.6K 0.21% 107
2024
Q3
$626K Sell
8,433
-139
-2% -$10.3K 0.21% 116
2024
Q2
$537K Buy
8,572
+386
+5% +$24.2K 0.19% 111
2024
Q1
$527K Sell
8,186
-473
-5% -$30.4K 0.2% 116
2023
Q4
$529K Sell
8,659
-509
-6% -$31.1K 0.2% 116
2023
Q3
$482K Sell
9,168
-16
-0.2% -$841 0.19% 115
2023
Q2
$557K Sell
9,184
-82
-0.9% -$4.97K 0.21% 106
2023
Q1
$523K Sell
9,266
-200
-2% -$11.3K 0.2% 112
2022
Q4
$493K Buy
9,466
+179
+2% +$9.32K 0.2% 120
2022
Q3
$443K Buy
9,287
+22
+0.2% +$1.05K 0.21% 100
2022
Q2
$538K Buy
+9,265
New +$538K 0.25% 88