Concourse Financial Group Securities’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
Q1 | – | Sell |
-7,619
| Closed | -$2.24M | – | 229 |
|
|
2024
Q4 | $2.24M | Buy |
7,619
+109
| +1% | +$32K | 0.13% | 171 |
|
|
2024
Q3 | $2.11M | Buy |
7,510
+190
| +3% | +$53.5K | 0.13% | 174 |
|
|
2024
Q2 | $1.9M | Buy |
7,320
+318
| +5% | +$82.5K | 0.12% | 174 |
|
|
2024
Q1 | $1.75M | Buy |
7,002
+409
| +6% | +$102K | 0.11% | 191 |
|
|
2023
Q4 | $1.48M | Sell |
6,593
-163
| -2% | -$36.7K | 0.11% | 201 |
|
|
2023
Q3 | $1.54M | Sell |
6,756
-133
| -2% | -$30.3K | 0.12% | 185 |
|
|
2023
Q2 | $1.51M | Sell |
6,889
-89
| -1% | -$19.5K | 0.11% | 185 |
|
|
2023
Q1 | $1.33M | Buy |
6,978
+48
| +0.7% | +$9.18K | 0.1% | 200 |
|
|
2022
Q4 | $1.31M | Buy |
6,930
+53
| +0.8% | +$9.99K | 0.11% | 211 |
|
|
2022
Q3 | $1.18M | Buy |
6,877
+4,320
| +169% | +$739K | 0.11% | 187 |
|
|
2022
Q2 | $417K | Sell |
2,557
-35
| -1% | -$5.71K | 0.04% | 430 |
|
|
2022
Q1 | $453K | Sell |
2,592
-2,213
| -46% | -$387K | 0.03% | 443 |
|
|
2021
Q4 | $815K | Buy |
4,805
+192
| +4% | +$32.6K | 0.05% | 378 |
|
|
2021
Q3 | $686K | Buy |
4,613
+241
| +6% | +$35.8K | 0.04% | 408 |
|
|
2021
Q2 | $612K | Buy |
4,372
+344
| +9% | +$48.2K | 0.04% | 424 |
|
|
2021
Q1 | $503K | Buy |
4,028
+262
| +7% | +$32.7K | 0.04% | 429 |
|
|
2020
Q4 | $466K | Buy |
3,766
+255
| +7% | +$31.6K | 0.04% | 398 |
|
|
2020
Q3 | $371K | Sell |
3,511
-69
| -2% | -$7.29K | 0.03% | 391 |
|
|
2020
Q2 | $349K | Buy |
3,580
+275
| +8% | +$26.8K | 0.03% | 387 |
|
|
2020
Q1 | $269K | Buy |
3,305
+603
| +22% | +$49.1K | 0.03% | 391 |
|
|
2019
Q4 | $257K | Buy |
2,702
+1,850
| +217% | +$176K | 0.03% | 434 |
|
|
2019
Q3 | $76K | Sell |
852
-578
| -40% | -$51.6K | 0.02% | 503 |
|
|
2019
Q2 | $125K | Buy |
1,430
+81
| +6% | +$7.08K | 0.01% | 608 |
|
|
2019
Q1 | $105K | Buy |
1,349
+433
| +47% | +$33.7K | 0.01% | 670 |
|
|
2018
Q4 | $67K | Buy |
916
+767
| +515% | +$56.1K | 0.01% | 724 |
|
|
2018
Q3 | $11K | Buy |
+149
| New | +$11K | ﹤0.01% | 1048 |
|