Lockerman Financial Group’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
Q1 | – | Sell |
-1,630
| Closed | -$367K | – | 108 |
|
|
2023
Q4 | $367K | Hold |
1,630
| – | – | 0.85% | 37 |
|
|
2023
Q3 | $372K | Hold |
1,630
| – | – | 1% | 33 |
|
|
2023
Q2 | $358K | Hold |
1,630
| – | – | 0.99% | 31 |
|
|
2023
Q1 | $312K | Hold |
1,630
| – | – | 0.86% | 38 |
|
|
2022
Q4 | $307K | Hold |
1,630
| – | – | 0.9% | 35 |
|
|
2022
Q3 | $279K | Hold |
1,630
| – | – | 0.8% | 36 |
|
|
2022
Q2 | $266K | Hold |
1,630
| – | – | 0.85% | 40 |
|
|
2022
Q1 | $285K | Hold |
1,630
| – | – | 0.77% | 38 |
|
|
2021
Q4 | $277K | Buy |
+1,630
| New | +$277K | 0.72% | 43 |
|