LFA
Legacy Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
1,206
+52
| +5% | +$16.6K | 0.06% | 233 |
|
|
2025
Q1 | $398K | Buy |
1,154
+160
| +16% | +$55.2K | 0.07% | 237 |
|
|
2024
Q4 | $282K | Buy |
994
+21
| +2% | +$5.96K | 0.05% | 280 |
|
|
2024
Q3 | $274K | Buy |
973
+63
| +7% | +$17.7K | 0.05% | 289 |
|
|
2024
Q2 | $236K | Buy |
910
+93
| +11% | +$24.1K | 0.04% | 298 |
|
|
2024
Q1 | $204K | Buy |
+817
| New | +$204K | 0.04% | 307 |
|
|
2023
Q4 | – | Sell |
-916
| Closed | -$209K | – | 300 |
|
|
2023
Q3 | $209K | Buy |
+916
| New | +$209K | 0.04% | 248 |
|
|
2019
Q2 | – | Sell |
-54
| Closed | -$4K | – | 143 |
|
|
2019
Q1 | $4K | Buy |
54
+33
| +157% | +$2.44K | ﹤0.01% | 796 |
|
|
2018
Q4 | $2K | Sell |
21
-69
| -77% | -$6.57K | ﹤0.01% | 829 |
|
|
2018
Q3 | $6K | Buy |
90
+81
| +900% | +$5.4K | ﹤0.01% | 634 |
|
|
2018
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 847 |
|