Wealth Alliance’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 | $273K | Sell |
3,293
-12
| -0.4% | -$994 | 0.03% | 442 |
|
|
2025
Q1 | $276K | Buy |
3,305
+3
| +0.1% | +$251 | 0.03% | 413 |
|
|
2024
Q4 | $250K | Buy |
3,302
+106
| +3% | +$8.03K | 0.03% | 430 |
|
|
2024
Q3 | $237K | Sell |
3,196
-41
| -1% | -$3.04K | 0.03% | 461 |
|
|
2024
Q2 | $203K | Sell |
3,237
-21
| -0.6% | -$1.32K | 0.03% | 486 |
|
|
2024
Q1 | $210K | Sell |
3,258
-23
| -0.7% | -$1.48K | 0.03% | 481 |
|
|
2023
Q4 | $200K | Buy |
+3,281
| New | +$200K | 0.03% | 490 |
|
|
2023
Q3 | – | Sell |
-3,943
| Closed | -$239K | – | 527 |
|
|
2023
Q2 | $239K | Sell |
3,943
-215
| -5% | -$13K | 0.04% | 437 |
|
|
2023
Q1 | $235K | Buy |
4,158
+247
| +6% | +$13.9K | 0.04% | 431 |
|
|
2022
Q4 | $204K | Buy |
+3,911
| New | +$204K | 0.04% | 462 |
|
|
2022
Q2 | – | Sell |
-2,720
| Closed | -$204K | – | 488 |
|
|
2022
Q1 | $204K | Sell |
2,720
-48
| -2% | -$3.6K | 0.04% | 422 |
|
|
2021
Q4 | $227K | Sell |
2,768
-634
| -19% | -$52K | 0.05% | 396 |
|
|
2021
Q3 | $236K | Buy |
3,402
+95
| +3% | +$6.59K | 0.05% | 371 |
|
|
2021
Q2 | $238K | Buy |
3,307
+408
| +14% | +$29.4K | 0.06% | 377 |
|
|
2021
Q1 | $203K | Buy |
+2,899
| New | +$203K | 0.06% | 370 |
|