Univest Financial’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 | $11.5M | Sell |
139,320
-35
| -0% | -$2.9K | 0.69% | 36 |
|
|
2025
Q1 | $11.6M | Sell |
139,355
-9,043
| -6% | -$755K | 0.76% | 32 |
|
|
2024
Q4 | $11.2M | Sell |
148,398
-1,479
| -1% | -$112K | 0.71% | 35 |
|
|
2024
Q3 | $11.1M | Buy |
149,877
+87,810
| +141% | +$6.52M | 0.73% | 35 |
|
|
2024
Q2 | $3.89M | Sell |
62,067
-1,680
| -3% | -$105K | 1.08% | 33 |
|
|
2024
Q1 | $4.1M | Buy |
63,747
+1,356
| +2% | +$87.3K | 1.15% | 31 |
|
|
2023
Q4 | $3.81M | Sell |
62,391
-4,063
| -6% | -$248K | 1.13% | 32 |
|
|
2023
Q3 | $3.49M | Buy |
66,454
+758
| +1% | +$39.8K | 1.17% | 31 |
|
|
2023
Q2 | $3.98M | Buy |
65,696
+1,212
| +2% | +$73.4K | 1.2% | 31 |
|
|
2023
Q1 | $3.64M | Buy |
64,484
+359
| +0.6% | +$20.3K | 1.14% | 37 |
|
|
2022
Q4 | $3.34M | Buy |
64,125
+25,566
| +66% | +$1.33M | 1.05% | 36 |
|
|
2022
Q3 | $1.84M | Sell |
38,559
-15,456
| -29% | -$738K | 0.6% | 49 |
|
|
2022
Q2 | $3.14M | Buy |
54,015
+3,567
| +7% | +$207K | 1.02% | 40 |
|
|
2022
Q1 | $3.79M | Buy |
+50,448
| New | +$3.79M | 1.07% | 40 |
|