Stifel Financial’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
$13.3M Sell
160,682
-31,898
-17% -$2.64M 0.01% 770
2025
Q1
$16.1M Buy
192,580
+15,039
+8% +$1.26M 0.02% 649
2024
Q4
$13.5M Buy
177,541
+1,098
+0.6% +$83.2K 0.01% 741
2024
Q3
$13.1M Buy
176,443
+4,154
+2% +$308K 0.01% 762
2024
Q2
$10.8M Sell
172,289
-1,217
-0.7% -$76.3K 0.01% 789
2024
Q1
$11.2M Sell
173,506
-1,929
-1% -$124K 0.01% 769
2023
Q4
$10.7M Buy
175,435
+6,932
+4% +$424K 0.01% 751
2023
Q3
$8.85M Sell
168,503
-3,674
-2% -$193K 0.01% 771
2023
Q2
$10.4M Sell
172,177
-17,121
-9% -$1.04M 0.01% 695
2023
Q1
$10.7M Buy
189,298
+29,678
+19% +$1.68M 0.02% 664
2022
Q4
$8.31M Sell
159,620
-208
-0.1% -$10.8K 0.01% 740
2022
Q3
$7.63M Buy
159,828
+29,392
+23% +$1.4M 0.01% 747
2022
Q2
$7.57M Sell
130,436
-27,337
-17% -$1.59M 0.01% 770
2022
Q1
$11.8M Buy
157,773
+28,086
+22% +$2.11M 0.02% 651
2021
Q4
$10.6M Sell
129,687
-56,589
-30% -$4.64M 0.01% 715
2021
Q3
$12.9M Sell
186,276
-3,914
-2% -$272K 0.02% 620
2021
Q2
$13.7M Buy
190,190
+68,274
+56% +$4.92M 0.02% 600
2021
Q1
$8.52M Buy
121,916
+4,713
+4% +$329K 0.01% 717
2020
Q4
$8.53M Sell
117,203
-85,837
-42% -$6.24M 0.02% 645
2020
Q3
$12.3M Buy
203,040
+22,507
+12% +$1.36M 0.03% 476
2020
Q2
$10.2M Sell
180,533
-13,931
-7% -$787K 0.02% 500
2020
Q1
$8.48M Sell
194,464
-7,227
-4% -$315K 0.02% 493
2019
Q4
$12.4M Sell
201,691
-3,981
-2% -$244K 0.03% 524
2019
Q3
$10.6M Buy
205,672
+12,648
+7% +$651K 0.03% 525
2019
Q2
$11.1M Sell
193,024
-5,080
-3% -$292K 0.03% 533
2019
Q1
$12.6M Buy
198,104
+14,208
+8% +$905K 0.04% 455
2018
Q4
$8.26M Sell
183,896
-9,701
-5% -$436K 0.03% 551
2018
Q3
$11M Buy
193,597
+2,218
+1% +$126K 0.03% 501
2018
Q2
$9.92M Buy
+191,379
New +$9.92M 0.03% 543
2016
Q1
Sell
-23,254
Closed -$794K 2370
2015
Q4
$794K Buy
+23,254
New +$794K ﹤0.01% 1421
2014
Q2
Sell
-14,184
Closed -$284K 2214
2014
Q1
$284K Buy
+14,184
New +$284K ﹤0.01% 1754