Schechter Investment 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
Q1 | $612K | Sell |
7,327
-571
| -7% | -$47.7K | 0.05% | 325 |
|
|
2024
Q4 | $599K | Sell |
7,898
-33
| -0.4% | -$2.5K | 0.05% | 348 |
|
|
2024
Q3 | $589K | Sell |
7,931
-366
| -4% | -$27.2K | 0.04% | 367 |
|
|
2024
Q2 | $520K | Sell |
8,297
-90
| -1% | -$5.64K | 0.04% | 363 |
|
|
2024
Q1 | $540K | Sell |
8,387
-3,933
| -32% | -$253K | 0.04% | 359 |
|
|
2023
Q4 | $753K | Sell |
12,320
-1,610
| -12% | -$98.4K | 0.07% | 277 |
|
|
2023
Q3 | $732K | Sell |
13,930
-62
| -0.4% | -$3.26K | 0.07% | 273 |
|
|
2023
Q2 | $848K | Sell |
13,992
-864
| -6% | -$52.4K | 0.08% | 273 |
|
|
2023
Q1 | $839K | Buy |
14,856
+754
| +5% | +$42.6K | 0.08% | 291 |
|
|
2022
Q4 | $734K | Buy |
14,102
+4,457
| +46% | +$232K | 0.07% | 385 |
|
|
2022
Q3 | $460K | Sell |
9,645
-1,087
| -10% | -$51.8K | 0.05% | 542 |
|
|
2022
Q2 | $624K | Sell |
10,732
-2,232
| -17% | -$130K | 0.06% | 455 |
|
|
2022
Q1 | $973K | Sell |
12,964
-1,051
| -7% | -$78.9K | 0.09% | 314 |
|
|
2021
Q4 | $1.15M | Buy |
+14,015
| New | +$1.15M | 0.1% | 256 |
|