Transamerica Financial 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
2026 Q1	$197K	Buy	2,920 +1,306	+81%	+$100K	0.02%	399
2025 Q4	$141K	Buy	1,614 +435	+37%	+$37.1K	0.01%	410
2025 Q3	$105K	Buy	1,179 +275	+30%	+$23.8K	0.01%	397
2025 Q2	$74.8K	Sell	904 -411	-31%	-$32.3K	0.01%	291
2025 Q1	$110K	Sell	1,315 -66	-5%	-$5.46K	0.01%	262
2024 Q4	$105K	Sell	1,381 -44	-3%	-$3.29K	0.01%	265
2024 Q3	$106K	Sell	1,425 -522	-27%	-$37K	0.01%	266
2024 Q2	$122K	Hold	1,947	–	–	0.01%	226
2024 Q1	$126K	Sell	1,947 -7,404	-79%	-$460K	0.01%	243
2023 Q4	$572K	Sell	9,351 -2,469	-21%	-$135K	0.08%	162
2023 Q3	$621K	Sell	11,820 -4,627	-28%	-$264K	0.08%	149
2023 Q2	$997K	Sell	16,447 -174	-1%	-$9.89K	0.13%	143
2023 Q1	$939K	Buy	16,621 +8,379	+102%	+$483K	0.12%	136
2022 Q4	$430K	Sell	8,242 -2,854	-26%	-$145K	0.06%	172
2022 Q3	$530K	Sell	11,096 -424	-4%	-$24.4K	0.08%	152
2022 Q2	$669K	Buy	+11,520	New	+$741K	0.09%	150