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
2025
Q2
$74.8K Sell
2025
Q1
$110K Sell
2024
Q4
$105K Sell
2024
Q3
$106K Sell
2024
Q2
$122K Hold
2024
Q1
$126K Sell
2023
Q4
$572K Sell
2023
Q3
$621K Sell
2023
Q2
$997K Sell
2023
Q1
$939K Buy
2022
Q4
$430K Sell
2022
Q3
$530K Sell
2022
Q2
$669K Buy