FinTrust Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $26.2K | Hold |
93
| – | – | ﹤0.01% | 747 |
|
|
2024
Q2 | $24.1K | Hold |
93
| – | – | ﹤0.01% | 707 |
|
|
2024
Q1 | $23.3K | Hold |
93
| – | – | ﹤0.01% | 692 |
|
|
2023
Q4 | $20.9K | Sell |
93
-10
| -10% | -$2.25K | ﹤0.01% | 670 |
|
|
2023
Q3 | $23.5K | Sell |
103
-18
| -15% | -$4.1K | 0.01% | 620 |
|
|
2023
Q2 | $22.8K | Hold |
121
| – | – | 0.01% | 616 |
|
|
2023
Q1 | $22.8K | Hold |
121
| – | – | 0.01% | 615 |
|
|
2022
Q4 | $22.8K | Sell |
121
-22
| -15% | -$4.15K | 0.01% | 615 |
|
|
2022
Q3 | $25K | Hold |
143
| – | – | 0.01% | 667 |
|
|
2022
Q2 | $24K | Hold |
143
| – | – | 0.01% | 685 |
|
|
2022
Q1 | $25K | Buy |
+143
| New | +$25K | 0.01% | 702 |
|
|
2019
Q2 | – | Sell |
-3
| Closed | – | – | 1030 |
|
|
2019
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1239 |
|
|
2018
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1263 |
|