Allworth Financial’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
10,855
+6,917
| +176% | +$2.21M | 0.02% | 372 |
|
|
2025
Q1 | $1.31M | Buy |
3,938
+228
| +6% | +$75.6K | 0.01% | 474 |
|
|
2024
Q4 | $1.09M | Buy |
3,710
+763
| +26% | +$224K | 0.01% | 514 |
|
|
2024
Q3 | $829K | Buy |
2,947
+79
| +3% | +$22.2K | 0.01% | 473 |
|
|
2024
Q2 | $775K | Sell |
2,868
-2,133
| -43% | -$576K | 0.01% | 475 |
|
|
2024
Q1 | $1.25M | Sell |
5,001
-925
| -16% | -$231K | 0.01% | 376 |
|
|
2023
Q4 | $1.33M | Buy |
5,926
+135
| +2% | +$30.4K | 0.01% | 367 |
|
|
2023
Q3 | $1.32M | Buy |
5,791
+100
| +2% | +$22.8K | 0.01% | 337 |
|
|
2023
Q2 | $1.25M | Sell |
5,691
-721
| -11% | -$158K | 0.01% | 349 |
|
|
2023
Q1 | $1.23M | Buy |
6,412
+1,884
| +42% | +$360K | 0.01% | 330 |
|
|
2022
Q4 | $854K | Buy |
4,528
+3,409
| +305% | +$643K | 0.01% | 369 |
|
|
2022
Q3 | $192K | Buy |
1,119
+129
| +13% | +$22.1K | ﹤0.01% | 599 |
|
|
2022
Q2 | $161K | Sell |
990
-184
| -16% | -$29.9K | ﹤0.01% | 602 |
|
|
2022
Q1 | $205K | Buy |
1,174
+34
| +3% | +$5.94K | ﹤0.01% | 545 |
|
|
2021
Q4 | $193K | Sell |
1,140
-114
| -9% | -$19.3K | ﹤0.01% | 535 |
|
|
2021
Q3 | $186K | Buy |
1,254
+247
| +25% | +$36.6K | ﹤0.01% | 500 |
|
|
2021
Q2 | $141K | Buy |
1,007
+732
| +266% | +$102K | ﹤0.01% | 421 |
|
|
2021
Q1 | $34K | Buy |
+275
| New | +$34K | ﹤0.01% | 653 |
|
|
2020
Q2 | – | Sell |
-710
| Closed | -$57K | – | 1162 |
|
|
2020
Q1 | $57K | Buy |
+710
| New | +$57K | ﹤0.01% | 384 |
|