United Capital 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 | $493K | Sell |
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|
2025
Q1 | $678K | Buy |
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|
2024
Q4 | $600K | Sell |
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|
2024
Q3 | $645K | Buy |
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|
2024
Q2 | $502K | Sell |
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|
2024
Q1 | $553K | Sell |
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|
2023
Q4 | $610K | Sell |
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|
2023
Q3 | $820K | Sell |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $796K | Buy |
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|
2022
Q1 | $481K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $715K | Buy |
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