Prudent Man 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
2026 Q1	$448K	Buy	6,625 +2,312	+54%	+$178K	0.13%	114
2025 Q4	$377K	Sell	4,313 -28	-0.6%	-$2.39K	0.14%	110
2025 Q3	$385K	Sell	4,341 -3,300	-43%	-$286K	0.14%	107
2025 Q2	$633K	Sell	7,641 -10	-0.1%	-$786	0.2%	111
2025 Q1	$639K	Buy	7,651 +163	+2%	+$13.5K	0.23%	101
2024 Q4	$567K	Sell	7,488 -945	-11%	-$70.7K	0.21%	107
2024 Q3	$626K	Sell	8,433 -139	-2%	-$9.86K	0.21%	116
2024 Q2	$537K	Buy	8,572 +386	+5%	+$23.9K	0.19%	111
2024 Q1	$527K	Sell	8,186 -473	-5%	-$29.4K	0.2%	116
2023 Q4	$529K	Sell	8,659 -509	-6%	-$27.8K	0.2%	116
2023 Q3	$482K	Sell	9,168 -16	-0.2%	-$915	0.19%	115
2023 Q2	$557K	Sell	9,184 -82	-0.9%	-$4.66K	0.21%	106
2023 Q1	$523K	Sell	9,266 -200	-2%	-$11.5K	0.2%	112
2022 Q4	$493K	Buy	9,466 +179	+2%	+$9.07K	0.2%	120
2022 Q3	$443K	Buy	9,287 +22	+0.2%	+$1.27K	0.21%	100
2022 Q2	$538K	Buy	+9,265	New	+$596K	0.25%	88