Prospera Financial 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 | $7.37M | Buy |
23,010
+607
| +3% | +$194K | 0.14% | 163 |
|
|
2025
Q1 | $7.73M | Buy |
22,403
+780
| +4% | +$269K | 0.18% | 128 |
|
|
2024
Q4 | $6.14M | Buy |
21,623
+6,434
| +42% | +$1.83M | 0.14% | 160 |
|
|
2024
Q3 | $4.27M | Buy |
15,189
+2,110
| +16% | +$594K | 0.11% | 207 |
|
|
2024
Q2 | $3.39M | Buy |
13,079
+1,160
| +10% | +$301K | 0.09% | 231 |
|
|
2024
Q1 | $2.98M | Buy |
11,919
+716
| +6% | +$179K | 0.09% | 256 |
|
|
2023
Q4 | $2.52M | Sell |
11,203
-1,247
| -10% | -$280K | 0.08% | 270 |
|
|
2023
Q3 | $2.84M | Buy |
12,450
+1,068
| +9% | +$243K | 0.11% | 212 |
|
|
2023
Q2 | $2.5M | Buy |
11,382
+435
| +4% | +$95.5K | 0.1% | 232 |
|
|
2023
Q1 | $2.09M | Buy |
10,947
+891
| +9% | +$170K | 0.09% | 267 |
|
|
2022
Q4 | $1.9M | Buy |
10,056
+760
| +8% | +$143K | 0.1% | 238 |
|
|
2022
Q3 | $1.59M | Sell |
9,296
-1,005
| -10% | -$172K | 0.08% | 269 |
|
|
2022
Q2 | $1.68M | Buy |
10,301
+431
| +4% | +$70.3K | 0.09% | 265 |
|
|
2022
Q1 | $1.72M | Buy |
9,870
+556
| +6% | +$97.1K | 0.07% | 302 |
|
|
2021
Q4 | $1.58M | Sell |
9,314
-206
| -2% | -$34.9K | 0.07% | 312 |
|
|
2021
Q3 | $1.42M | Buy |
9,520
+171
| +2% | +$25.4K | 0.07% | 311 |
|
|
2021
Q2 | $1.31M | Sell |
9,349
-116
| -1% | -$16.2K | 0.07% | 326 |
|
|
2021
Q1 | $1.18M | Buy |
9,465
+1,358
| +17% | +$169K | 0.07% | 310 |
|
|
2020
Q4 | $1M | Buy |
8,107
+7,953
| +5,164% | +$983K | 0.07% | 297 |
|
|
2020
Q3 | $16K | Sell |
154
-9,112
| -98% | -$947K | 0.01% | 959 |
|
|
2020
Q2 | $903K | Buy |
9,266
+1,499
| +19% | +$146K | 0.08% | 249 |
|
|
2020
Q1 | $633K | Sell |
7,767
-430
| -5% | -$35K | 0.07% | 266 |
|
|
2019
Q4 | $781K | Buy |
8,197
+2,336
| +40% | +$223K | 0.06% | 295 |
|
|
2019
Q3 | $525K | Buy |
5,861
+450
| +8% | +$40.3K | 0.05% | 299 |
|
|
2019
Q2 | $490K | Buy |
5,411
+1,758
| +48% | +$159K | 0.06% | 291 |
|
|
2019
Q1 | $285K | Buy |
+3,653
| New | +$285K | 0.09% | 251 |
|