RFG Advisory’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
$2.31M Buy
7,208
+13
+0.2% +$4.16K 0.05% 270
2025
Q1
$2.48M Buy
7,195
+36
+0.5% +$12.4K 0.07% 228
2024
Q4
$2.03M Buy
7,159
+268
+4% +$76.1K 0.06% 249
2024
Q3
$1.94M Sell
6,891
-145
-2% -$40.8K 0.06% 257
2024
Q2
$1.82M Buy
7,036
+522
+8% +$135K 0.06% 239
2024
Q1
$1.63M Buy
6,514
+709
+12% +$177K 0.06% 262
2023
Q4
$1.31M Buy
5,805
+1,470
+34% +$331K 0.05% 270
2023
Q3
$988K Sell
4,335
-206
-5% -$47K 0.04% 293
2023
Q2
$997K Buy
4,541
+58
+1% +$12.7K 0.04% 299
2023
Q1
$858K Buy
4,483
+5
+0.1% +$956 0.04% 307
2022
Q4
$866K Sell
4,478
-100
-2% -$19.3K 0.04% 300
2022
Q3
$881K Buy
4,578
+965
+27% +$186K 0.05% 285
2022
Q2
$645K Buy
3,613
+763
+27% +$136K 0.04% 303
2022
Q1
$498K Sell
2,850
-8,765
-75% -$1.53M 0.03% 322
2021
Q4
$1.97M Sell
11,615
-365
-3% -$61.9K 0.14% 103
2021
Q3
$1.78M Buy
11,980
+1,075
+10% +$160K 0.15% 105
2021
Q2
$1.53M Sell
10,905
-1,736
-14% -$243K 0.14% 122
2021
Q1
$1.58M Buy
12,641
+155
+1% +$19.3K 0.17% 100
2020
Q4
$1.51M Sell
12,486
-557
-4% -$67.3K 0.2% 98
2020
Q3
$1.38M Buy
13,043
+952
+8% +$101K 0.19% 103
2020
Q2
$1.18M Buy
12,091
+272
+2% +$26.5K 0.18% 102
2020
Q1
$963K Buy
11,819
+2,427
+26% +$198K 0.18% 112
2019
Q4
$894K Buy
9,392
+1,481
+19% +$141K 0.15% 128
2019
Q3
$709K Buy
7,911
+186
+2% +$16.7K 0.14% 127
2019
Q2
$678K Buy
7,725
+188
+2% +$16.5K 0.15% 127
2019
Q1
$581K Buy
7,537
+1,853
+33% +$143K 0.15% 129
2018
Q4
$419K Sell
5,684
-2,873
-34% -$212K 0.1% 152
2018
Q3
$637K Buy
8,557
+1,490
+21% +$111K 0.17% 122
2018
Q2
$461K Buy
7,067
+1,701
+32% +$111K 0.14% 117
2018
Q1
$369K Sell
5,366
-87
-2% -$5.98K 0.14% 118
2017
Q4
$346K Buy
5,453
+1
+0% +$63 0.16% 122
2017
Q3
$336K Sell
5,452
-892
-14% -$55K 0.21% 105
2017
Q2
$364K Buy
6,344
+105
+2% +$6.03K 0.25% 83
2017
Q1
$349K Buy
+6,239
New +$349K 0.26% 87