Transamerica Financial Advisors’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 | $74.8K | Sell |
904
-411
| -31% | -$34K | 0.01% | 291 |
|
|
2025
Q1 | $110K | Sell |
1,315
-66
| -5% | -$5.52K | 0.01% | 262 |
|
|
2024
Q4 | $105K | Sell |
1,381
-44
| -3% | -$3.35K | 0.01% | 265 |
|
|
2024
Q3 | $106K | Sell |
1,425
-522
| -27% | -$38.8K | 0.01% | 266 |
|
|
2024
Q2 | $122K | Hold |
1,947
| – | – | 0.01% | 226 |
|
|
2024
Q1 | $126K | Sell |
1,947
-7,404
| -79% | -$479K | 0.01% | 243 |
|
|
2023
Q4 | $572K | Sell |
9,351
-2,469
| -21% | -$151K | 0.08% | 162 |
|
|
2023
Q3 | $621K | Sell |
11,820
-4,627
| -28% | -$243K | 0.08% | 149 |
|
|
2023
Q2 | $997K | Sell |
16,447
-174
| -1% | -$10.5K | 0.13% | 143 |
|
|
2023
Q1 | $939K | Buy |
16,621
+8,379
| +102% | +$473K | 0.12% | 136 |
|
|
2022
Q4 | $430K | Sell |
8,242
-2,854
| -26% | -$149K | 0.06% | 172 |
|
|
2022
Q3 | $530K | Sell |
11,096
-424
| -4% | -$20.3K | 0.08% | 152 |
|
|
2022
Q2 | $669K | Buy |
+11,520
| New | +$669K | 0.09% | 150 |
|