BankPlus Trust Department’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
$1.71M Buy
5,334
+409
+8% +$131K 0.51% 48
2025
Q1
$1.7M Sell
4,925
-367
-7% -$127K 0.57% 41
2024
Q4
$1.5M Buy
+5,292
New +$1.5M 0.49% 49