SFM LLC’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
$1.4M Buy
4,361
+338
+8% +$108K 0.9% 28
2025
Q1
$1.39M Buy
4,023
+555
+16% +$192K 1.02% 26
2024
Q4
$984K Buy
3,468
+111
+3% +$31.5K 0.69% 34
2024
Q3
$945K Buy
3,357
+61
+2% +$17.2K 0.71% 32
2024
Q2
$855K Buy
3,296
+490
+17% +$127K 0.64% 32
2024
Q1
$702K Buy
+2,806
New +$702K 0.54% 36