Kestra Advisory Services’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 | $14.4M | Buy |
45,013
+32,043
| +247% | +$10.3M | 0.07% | 281 |
|
|
2025
Q1 | $4.48M | Sell |
12,970
-33,082
| -72% | -$11.4M | 0.02% | 621 |
|
|
2024
Q4 | $13.1M | Buy |
46,052
+33,549
| +268% | +$9.52M | 0.07% | 283 |
|
|
2024
Q3 | $3.52M | Sell |
12,503
-37,190
| -75% | -$10.5M | 0.02% | 708 |
|
|
2024
Q2 | $4.2M | Buy |
49,693
+2,603
| +6% | +$220K | 0.02% | 655 |
|
|
2024
Q1 | $11.8M | Buy |
47,090
+31,997
| +212% | +$8M | 0.08% | 270 |
|
|
2023
Q4 | $3.39M | Buy |
15,093
+3,556
| +31% | +$800K | 0.03% | 591 |
|
|
2023
Q3 | $2.63M | Buy |
11,537
+479
| +4% | +$109K | 0.03% | 600 |
|
|
2023
Q2 | $2.43M | Buy |
11,058
+1,676
| +18% | +$368K | 0.02% | 607 |
|
|
2023
Q1 | $1.79M | Sell |
9,382
-7,431
| -44% | -$1.42M | 0.02% | 692 |
|
|
2022
Q4 | $3.17M | Buy |
16,813
+6,106
| +57% | +$1.15M | 0.03% | 572 |
|
|
2022
Q3 | $1.83M | Sell |
10,707
-42
| -0.4% | -$7.19K | 0.02% | 704 |
|
|
2022
Q2 | $1.75M | Buy |
10,749
+871
| +9% | +$142K | 0.02% | 732 |
|
|
2022
Q1 | $1.73M | Sell |
9,878
-1,637
| -14% | -$286K | 0.02% | 725 |
|
|
2021
Q4 | $1.95M | Sell |
11,515
-243
| -2% | -$41.2K | 0.02% | 688 |
|
|
2021
Q3 | $1.75M | Sell |
11,758
-403
| -3% | -$59.9K | 0.02% | 771 |
|
|
2021
Q2 | $1.7M | Buy |
12,161
+506
| +4% | +$70.9K | 0.02% | 708 |
|
|
2021
Q1 | $1.45M | Sell |
11,655
-21,451
| -65% | -$2.68M | 0.02% | 713 |
|
|
2020
Q4 | $4.03M | Buy |
33,106
+33,056
| +66,112% | +$4.02M | 0.05% | 391 |
|
|
2020
Q3 | $315K | Buy |
+50
| New | +$315K | 0.01% | 1091 |
|