Spire Wealth Management’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 | $35.5K | Sell |
429
-14
| -3% | -$1.16K | ﹤0.01% | 1320 |
|
|
2025
Q1 | $37K | Sell |
443
-21
| -5% | -$1.75K | ﹤0.01% | 1394 |
|
|
2024
Q4 | $35.2K | Buy |
464
+55
| +13% | +$4.17K | ﹤0.01% | 1425 |
|
|
2024
Q3 | $30.4K | Hold |
409
| – | – | ﹤0.01% | 1304 |
|
|
2024
Q2 | $25.6K | Buy |
409
+352
| +618% | +$22.1K | ﹤0.01% | 1355 |
|
|
2024
Q1 | $3.67K | Sell |
57
-281
| -83% | -$18.1K | ﹤0.01% | 1993 |
|
|
2023
Q4 | $20.5K | Buy |
338
+39
| +13% | +$2.36K | ﹤0.01% | 1534 |
|
|
2023
Q3 | $15.7K | Buy |
299
+102
| +52% | +$5.36K | ﹤0.01% | 1592 |
|
|
2023
Q2 | $11.9K | Buy |
197
+140
| +246% | +$8.48K | ﹤0.01% | 1752 |
|
|
2023
Q1 | $3.22K | Buy |
+57
| New | +$3.22K | ﹤0.01% | 2145 |
|
|
2022
Q3 | – | Sell |
-2,114
| Closed | -$123K | – | 2562 |
|
|
2022
Q2 | $123K | Buy |
+2,114
| New | +$123K | 0.01% | 956 |
|
|
2022
Q1 | – | Sell |
-2,387
| Closed | -$196K | – | 2846 |
|
|
2021
Q4 | $196K | Buy |
+2,387
| New | +$196K | ﹤0.01% | 1100 |
|
|
2021
Q2 | – | Sell |
-2,361
| Closed | -$161K | – | 2940 |
|
|
2021
Q1 | $161K | Buy |
+2,361
| New | +$161K | ﹤0.01% | 1166 |
|