Regal Investment Advisors’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 | $711K | Buy |
2,221
+160
| +8% | +$51.2K | 0.05% | 290 |
|
|
2025
Q1 | $711K | Buy |
2,061
+358
| +21% | +$124K | 0.06% | 262 |
|
|
2024
Q4 | $483K | Buy |
1,703
+67
| +4% | +$19K | 0.04% | 331 |
|
|
2024
Q3 | $460K | Buy |
1,636
+231
| +16% | +$65K | 0.03% | 366 |
|
|
2024
Q2 | $364K | Buy |
1,405
+143
| +11% | +$37.1K | 0.02% | 414 |
|
|
2024
Q1 | $316K | Buy |
1,262
+47
| +4% | +$11.8K | 0.02% | 449 |
|
|
2023
Q4 | $273K | Buy |
1,215
+144
| +13% | +$32.4K | 0.02% | 441 |
|
|
2023
Q3 | $244K | Buy |
1,071
+98
| +10% | +$22.3K | 0.02% | 427 |
|
|
2023
Q2 | $214K | Buy |
+973
| New | +$214K | 0.02% | 468 |
|
|
2014
Q4 | – | Sell |
-200
| Closed | -$9K | – | 914 |
|
|
2014
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 704 |
|
|
2014
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 679 |
|
|
2014
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 634 |
|
|
2013
Q4 | $9K | Hold |
200
| – | – | 0.01% | 603 |
|
|
2013
Q3 | $9K | Hold |
200
| – | – | 0.01% | 611 |
|
|
2013
Q2 | $9K | Buy |
+200
| New | +$9K | 0.01% | 602 |
|