Roberts Capital 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 | $974K | Hold |
11,759
| – | – | 0.72% | 37 |
|
|
2025
Q1 | $982K | Hold |
11,759
| – | – | 0.86% | 29 |
|
|
2024
Q4 | $891K | Hold |
11,759
| – | – | 0.75% | 36 |
|
|
2024
Q3 | $873K | Hold |
11,759
| – | – | 0.75% | 36 |
|
|
2024
Q2 | $757K | Hold |
11,759
| – | – | 0.73% | 43 |
|
|
2024
Q1 | $757K | Buy |
+11,759
| New | +$757K | 0.73% | 43 |
|
|
2022
Q3 | $602K | Hold |
12,605
| – | – | 0.87% | 31 |
|
|
2022
Q2 | $732K | Hold |
12,605
| – | – | 1% | 26 |
|
|
2022
Q1 | $946K | Hold |
12,605
| – | – | 0.98% | 21 |
|
|
2021
Q4 | $1.03M | Buy |
+12,605
| New | +$1.03M | 0.96% | 26 |
|