RFS
Richardson Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.4K | Buy |
164
+2
| +1% | +$639 | 0.04% | 251 |
|
|
2025
Q1 | $55.9K | Hold |
162
| – | – | 0.04% | 236 |
|
|
2024
Q4 | $46.1K | Sell |
162
-73
| -31% | -$20.8K | 0.03% | 265 |
|
|
2024
Q3 | $60.9K | Hold |
235
| – | – | 0.04% | 245 |
|
|
2024
Q2 | $60.9K | Hold |
235
| – | – | 0.04% | 231 |
|
|
2024
Q1 | $58.8K | Buy |
235
+115
| +96% | +$28.8K | 0.04% | 235 |
|
|
2023
Q4 | $27K | Buy |
+120
| New | +$27K | 0.02% | 260 |
|