United Capital 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 | $493K | Sell |
5,954
-2,164
| -27% | -$179K | ﹤0.01% | 775 |
|
|
2025
Q1 | $678K | Buy |
8,118
+204
| +3% | +$17K | 0.01% | 659 |
|
|
2024
Q4 | $600K | Sell |
7,914
-772
| -9% | -$58.5K | 0.01% | 680 |
|
|
2024
Q3 | $645K | Buy |
8,686
+683
| +9% | +$50.7K | 0.01% | 661 |
|
|
2024
Q2 | $502K | Sell |
8,003
-585
| -7% | -$36.7K | ﹤0.01% | 707 |
|
|
2024
Q1 | $553K | Sell |
8,588
-1,391
| -14% | -$89.5K | ﹤0.01% | 707 |
|
|
2023
Q4 | $610K | Sell |
9,979
-5,621
| -36% | -$343K | 0.01% | 676 |
|
|
2023
Q3 | $820K | Sell |
15,600
-9,301
| -37% | -$489K | 0.01% | 553 |
|
|
2023
Q2 | $1.51M | Sell |
24,901
-2,680
| -10% | -$162K | 0.01% | 478 |
|
|
2023
Q1 | $1.56M | Buy |
27,581
+475
| +2% | +$26.8K | 0.01% | 489 |
|
|
2022
Q4 | $1.41M | Buy |
27,106
+5,906
| +28% | +$307K | 0.01% | 550 |
|
|
2022
Q3 | $1.01M | Buy |
21,200
+7,497
| +55% | +$358K | 0.01% | 607 |
|
|
2022
Q2 | $796K | Buy |
13,703
+7,293
| +114% | +$424K | ﹤0.01% | 676 |
|
|
2022
Q1 | $481K | Buy |
+6,410
| New | +$481K | ﹤0.01% | 838 |
|
|
2019
Q3 | – | Sell |
-12,409
| Closed | -$715K | – | 1440 |
|
|
2019
Q2 | $715K | Buy |
+12,409
| New | +$715K | ﹤0.01% | 913 |
|