Schechter Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $612K | Sell |
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|
2024
Q4 | $599K | Sell |
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|
2024
Q3 | $589K | Sell |
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|
2024
Q2 | $520K | Sell |
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|
2024
Q1 | $540K | Sell |
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|
2023
Q4 | $753K | Sell |
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|
2023
Q3 | $732K | Sell |
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|
2023
Q2 | $848K | Sell |
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|
2023
Q1 | $839K | Buy |
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|
2022
Q4 | $734K | Buy |
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|
2022
Q3 | $460K | Sell |
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|
2022
Q2 | $624K | Sell |
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|
2022
Q1 | $973K | Sell |
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|
2021
Q4 | $1.15M | Buy |
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