TD Private Client Wealth’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 | $2.43M | Buy |
29,336
+2,739
| +10% | +$227K | 0.06% | 214 |
|
|
2025
Q1 | $2.22M | Buy |
26,597
+2,773
| +12% | +$232K | 0.06% | 206 |
|
|
2024
Q4 | $1.81M | Buy |
23,824
+3,229
| +16% | +$245K | 0.05% | 245 |
|
|
2024
Q3 | $1.53M | Sell |
20,595
-340
| -2% | -$25.2K | 0.04% | 294 |
|
|
2024
Q2 | $1.31M | Sell |
20,935
-1,676
| -7% | -$105K | 0.04% | 304 |
|
|
2024
Q1 | $1.46M | Sell |
22,611
-1,338
| -6% | -$86.1K | 0.05% | 292 |
|
|
2023
Q4 | $1.46M | Sell |
23,949
-1,827
| -7% | -$112K | 0.05% | 272 |
|
|
2023
Q3 | $1.35M | Sell |
25,776
-1,298
| -5% | -$68.2K | 0.06% | 273 |
|
|
2023
Q2 | $1.64M | Buy |
27,074
+567
| +2% | +$34.4K | 0.07% | 251 |
|
|
2023
Q1 | $1.5M | Buy |
26,507
+2,142
| +9% | +$121K | 0.07% | 267 |
|
|
2022
Q4 | $1.27M | Sell |
24,365
-12,145
| -33% | -$632K | 0.06% | 283 |
|
|
2022
Q3 | $1.74M | Buy |
36,510
+2,892
| +9% | +$138K | 0.09% | 229 |
|
|
2022
Q2 | $1.95M | Buy |
33,618
+6,318
| +23% | +$367K | 0.1% | 210 |
|
|
2022
Q1 | $2.05M | Sell |
27,300
-1,512
| -5% | -$113K | 0.09% | 229 |
|
|
2021
Q4 | $2.36M | Sell |
28,812
-4,660
| -14% | -$382K | 0.1% | 210 |
|
|
2021
Q3 | $2.32M | Sell |
33,472
-1,227
| -4% | -$85.2K | 0.1% | 205 |
|
|
2021
Q2 | $2.5M | Buy |
34,699
+5,993
| +21% | +$432K | 0.11% | 201 |
|
|
2021
Q1 | $2.01M | Buy |
28,706
+19,811
| +223% | +$1.38M | 0.09% | 224 |
|
|
2020
Q4 | $647K | Sell |
8,895
-290
| -3% | -$21.1K | 0.03% | 348 |
|
|
2020
Q3 | $556K | Buy |
9,185
+3,115
| +51% | +$189K | 0.03% | 346 |
|
|
2020
Q2 | $343K | Buy |
6,070
+6,065
| +121,300% | +$343K | 0.02% | 392 |
|
|
2020
Q1 | $219 | Hold |
5
| – | – | ﹤0.01% | 1043 |
|
|
2019
Q4 | $307 | Buy |
+5
| New | +$307 | ﹤0.01% | 1049 |
|