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
2026 Q1	$407K	Buy	6,021 +476	+9%	+$36.6K	﹤0.01%	1171
2025 Q4	$485K	Buy	5,545 +31	+0.6%	+$2.64K	﹤0.01%	973
2025 Q3	$489K	Sell	5,514 -440	-7%	-$38.1K	﹤0.01%	864
2025 Q2	$493K	Sell	5,954 -2,164	-27%	-$170K	﹤0.01%	784
2025 Q1	$678K	Buy	8,118 +204	+3%	+$16.9K	0.01%	667
2024 Q4	$600K	Sell	7,914 -772	-9%	-$57.8K	0.01%	687
2024 Q3	$645K	Buy	8,686 +683	+9%	+$48.4K	0.01%	661
2024 Q2	$502K	Sell	8,003 -585	-7%	-$36.3K	﹤0.01%	713
2024 Q1	$553K	Sell	8,588 -1,391	-14%	-$86.4K	﹤0.01%	713
2023 Q4	$610K	Sell	9,979 -5,621	-36%	-$307K	0.01%	677
2023 Q3	$820K	Sell	15,600 -9,301	-37%	-$532K	0.01%	553
2023 Q2	$1.51M	Sell	24,901 -2,680	-10%	-$152K	0.01%	478
2023 Q1	$1.56M	Buy	27,581 +475	+2%	+$27.4K	0.01%	490
2022 Q4	$1.41M	Buy	27,106 +5,906	+28%	+$299K	0.01%	550
2022 Q3	$1.01M	Buy	21,200 +7,497	+55%	+$432K	0.01%	607
2022 Q2	$796K	Buy	13,703 +7,293	+114%	+$469K	﹤0.01%	676
2022 Q1	$481K	Buy	+6,410	New	+$501K	﹤0.01%	842
2019 Q3	–	Sell	-12,409	Closed	-$715K	–	1465
2019 Q2	$715K	Buy	+12,409	New	+$748K	﹤0.01%	919