Rothschild Investment LLC’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 | $2M | Buy |
24,204
+3
| +0% | +$248 | 0.13% | 149 |
|
|
2025
Q1 | $2.02M | Sell |
24,201
-31
| -0.1% | -$2.59K | 0.14% | 147 |
|
|
2024
Q4 | $1.84M | Sell |
24,232
-67
| -0.3% | -$5.08K | 0.12% | 153 |
|
|
2024
Q3 | $1.8M | Sell |
24,299
-114
| -0.5% | -$8.46K | 0.12% | 154 |
|
|
2024
Q2 | $1.53M | Sell |
24,413
-81
| -0.3% | -$5.08K | 0.11% | 165 |
|
|
2024
Q1 | $1.58M | Buy |
24,494
+24,171
| +7,483% | +$1.56M | 0.11% | 155 |
|
|
2023
Q4 | $19.7K | Sell |
323
-24,290
| -99% | -$1.48M | ﹤0.01% | 870 |
|
|
2023
Q3 | $1.29M | Sell |
24,613
-126
| -0.5% | -$6.62K | 0.11% | 173 |
|
|
2023
Q2 | $1.5M | Buy |
24,739
+67
| +0.3% | +$4.06K | 0.12% | 156 |
|
|
2023
Q1 | $1.39M | Buy |
24,672
+9,876
| +67% | +$558K | 0.12% | 165 |
|
|
2022
Q4 | $771K | Buy |
+14,796
| New | +$771K | 0.07% | 239 |
|