SHFA
SC&H Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
815
-9
| -1% | -$2.88K | 0.04% | 130 |
|
|
2025
Q1 | $284K | Hold |
824
| – | – | 0.06% | 118 |
|
|
2024
Q4 | $234K | Sell |
824
-700
| -46% | -$199K | 0.05% | 139 |
|
|
2024
Q3 | $429K | Buy |
1,524
+9
| +0.6% | +$2.53K | 0.09% | 99 |
|
|
2024
Q2 | $393K | Sell |
1,515
-235
| -13% | -$60.9K | 0.1% | 99 |
|
|
2024
Q1 | $438K | Hold |
1,750
| – | – | 0.11% | 94 |
|
|
2023
Q4 | $394K | Sell |
1,750
-250
| -13% | -$56.2K | 0.11% | 98 |
|
|
2023
Q3 | $456K | Hold |
2,000
| – | – | 0.15% | 93 |
|
|
2023
Q2 | $439K | Sell |
2,000
-3
| -0.1% | -$659 | 0.15% | 98 |
|
|
2023
Q1 | $383K | Buy |
2,003
+8
| +0.4% | +$1.53K | 0.14% | 101 |
|
|
2022
Q4 | $376K | Sell |
1,995
-150
| -7% | -$28.3K | 0.16% | 96 |
|
|
2022
Q3 | $367K | Sell |
2,145
-74
| -3% | -$12.7K | 0.18% | 93 |
|
|
2022
Q2 | $362K | Sell |
2,219
-835
| -27% | -$136K | 0.17% | 102 |
|
|
2022
Q1 | $533K | Hold |
3,054
| – | – | 0.25% | 84 |
|
|
2021
Q4 | $518K | Buy |
+3,054
| New | +$518K | 0.29% | 82 |
|