Colonial Trust’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
$7M Sell
21,878
-112
-0.5% -$35.9K 1.02% 26
2025
Q1
$7.59M Sell
21,990
-1
-0% -$345 1.18% 19
2024
Q4
$6.24M Sell
21,991
-96
-0.4% -$27.3K 0.93% 28
2024
Q3
$6.21M Buy
22,087
+2
+0% +$563 0.96% 27
2024
Q2
$5.73M Buy
22,085
+21,985
+21,985% +$5.7M 1.01% 25
2024
Q1
$25K Sell
100
-1
-1% -$250 ﹤0.01% 619
2023
Q4
$22.7K Sell
101
-14
-12% -$3.15K ﹤0.01% 612
2023
Q3
$26.2K Buy
115
+33
+40% +$7.52K 0.01% 573
2023
Q2
$18K Hold
82
﹤0.01% 613
2023
Q1
$15.7K Sell
82
-3
-4% -$574 ﹤0.01% 619
2022
Q4
$16.2K Sell
85
-5
-6% -$951 ﹤0.01% 600
2022
Q3
$15K Buy
+90
New +$15K ﹤0.01% 257