HBK Sorce Advisory’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 | $366K | Sell |
1,142
-26
| -2% | -$8.32K | 0.01% | 407 |
|
|
2025
Q1 | $403K | Sell |
1,168
-5
| -0.4% | -$1.73K | 0.01% | 378 |
|
|
2024
Q4 | $333K | Buy |
1,173
+36
| +3% | +$10.2K | 0.01% | 421 |
|
|
2024
Q3 | $320K | Sell |
1,137
-52
| -4% | -$14.6K | 0.01% | 435 |
|
|
2024
Q2 | $308K | Buy |
1,189
+59
| +5% | +$15.3K | 0.01% | 429 |
|
|
2024
Q1 | $283K | Buy |
1,130
+8
| +0.7% | +$2K | 0.01% | 466 |
|
|
2023
Q4 | $252K | Sell |
1,122
-108
| -9% | -$24.3K | 0.01% | 449 |
|
|
2023
Q3 | $280K | Buy |
1,230
+46
| +4% | +$10.5K | 0.01% | 433 |
|
|
2023
Q2 | $260K | Buy |
1,184
+14
| +1% | +$3.07K | 0.01% | 477 |
|
|
2023
Q1 | $224K | Sell |
1,170
-4,870
| -81% | -$932K | 0.01% | 503 |
|
|
2022
Q4 | $484K | Buy |
6,040
+3,262
| +117% | +$261K | 0.01% | 421 |
|
|
2022
Q3 | $247K | Buy |
+2,778
| New | +$247K | 0.02% | 403 |
|
|
2022
Q1 | – | Sell |
-2,708
| Closed | -$459K | – | 557 |
|
|
2021
Q4 | $459K | Hold |
2,708
| – | – | 0.02% | 347 |
|
|
2021
Q3 | $403K | Sell |
2,708
-235
| -8% | -$35K | 0.02% | 362 |
|
|
2021
Q2 | $412K | Sell |
2,943
-10
| -0.3% | -$1.4K | 0.02% | 359 |
|
|
2021
Q1 | $368K | Buy |
2,953
+32
| +1% | +$3.99K | 0.02% | 357 |
|
|
2020
Q4 | $361K | Sell |
2,921
-160
| -5% | -$19.8K | 0.02% | 334 |
|
|
2020
Q3 | $325K | Buy |
3,081
+115
| +4% | +$12.1K | 0.02% | 336 |
|
|
2020
Q2 | $289K | Sell |
2,966
-1,311
| -31% | -$128K | 0.02% | 333 |
|
|
2020
Q1 | $349K | Buy |
4,277
+30
| +0.7% | +$2.45K | 0.03% | 273 |
|
|
2019
Q4 | $404K | Buy |
4,247
+1,326
| +45% | +$126K | 0.04% | 302 |
|
|
2019
Q3 | $262K | Sell |
2,921
-204
| -7% | -$18.3K | 0.03% | 350 |
|
|
2019
Q2 | $274K | Buy |
3,125
+138
| +5% | +$12.1K | 0.03% | 339 |
|
|
2019
Q1 | $233K | Hold |
2,987
| – | – | 0.02% | 377 |
|
|
2018
Q4 | $220K | Buy |
+2,987
| New | +$220K | 0.03% | 342 |
|