Stonegate Investment Group’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	$638K	Buy	7,710 +938	+14%	+$77.7K	0.02%	215
2025 Q1	$566K	Buy	6,772 +445	+7%	+$37.2K	0.02%	201
2024 Q4	$479K	Buy	6,327 +930	+17%	+$70.5K	0.01%	218
2024 Q3	$401K	Buy	5,397 +1,599	+42%	+$119K	0.01%	252
2024 Q2	$238K	Buy	+3,798	New	+$238K	0.01%	301