OFO
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OneAscent Family Office’s Arthur J. Gallagher & Co AJG Stock Holding History

OneAscent Family Office’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$402K Buy
1,256
+464
+59% +$149K 0.38% 62
2025
Q1 		$273K Sell
792
-240
-23% -$82.7K 0.25% 96
2024
Q4 		$293K Buy
+1,032
New +$293K 0.53% 47