Sheaff Brock Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$5.16M	Sell	14,953 -48	-0.3%	-$16.6K	0.47%	60
2024 Q4	$4.26M	Buy	15,001 +37	+0.2%	+$10.5K	0.37%	66
2024 Q3	$4.21M	Sell	14,964 -3,675	-20%	-$1.03M	0.37%	65
2024 Q2	$4.83M	Sell	18,639 -542	-3%	-$141K	0.45%	55
2024 Q1	$4.8M	Buy	19,181 +793	+4%	+$198K	0.3%	56
2023 Q4	$4.14M	Buy	18,388 +6,288	+52%	+$1.41M	0.32%	62
2023 Q3	$2.76M	Hold	12,100	–	–	0.25%	78
2023 Q2	$2.66M	Hold	12,100	–	–	0.22%	83
2023 Q1	$2.31M	Hold	12,100	–	–	0.21%	85
2022 Q4	$2.28M	Hold	12,100	–	–	0.22%	79
2022 Q3	$2.07M	Hold	12,100	–	–	0.22%	81
2022 Q2	$1.97M	Hold	12,100	–	–	0.16%	88
2022 Q1	$2.11M	Hold	12,100	–	–	0.15%	96
2021 Q4	$2.05M	Hold	12,100	–	–	0.14%	104
2021 Q3	$1.8M	Hold	12,100	–	–	0.13%	106
2021 Q2	$1.7M	Sell	12,100 -2,000	-14%	-$280K	0.12%	106
2021 Q1	$1.76M	Hold	14,100	–	–	0.14%	100
2020 Q4	$1.74M	Hold	14,100	–	–	0.15%	91
2020 Q3	$1.49M	Hold	14,100	–	–	0.14%	100
2020 Q2	$1.38M	Hold	14,100	–	–	0.14%	94
2020 Q1	$1.15M	Hold	14,100	–	–	0.15%	88
2019 Q4	$1.34M	Hold	14,100	–	–	0.13%	105
2019 Q3	$1.26M	Hold	14,100	–	–	0.14%	108
2019 Q2	$1.24M	Hold	14,100	–	–	0.13%	108
2019 Q1	$1.1M	Hold	14,100	–	–	0.13%	120
2018 Q4	$1.04M	Hold	14,100	–	–	0.16%	109
2018 Q3	$1.05M	Hold	14,100	–	–	0.1%	144
2018 Q2	$920K	Hold	14,100	–	–	0.09%	166
2018 Q1	$969K	Hold	14,100	–	–	0.1%	153
2017 Q4	$892K	Sell	14,100 -1,000	-7%	-$63.3K	0.12%	172
2017 Q3	$929K	Hold	15,100	–	–	0.12%	156
2017 Q2	$864K	Hold	15,100	–	–	0.11%	182
2017 Q1	$854K	Sell	15,100 -10,657	-41%	-$603K	0.11%	180
2016 Q4	$1.34M	Buy	25,757 +1,000	+4%	+$51.9K	0.17%	116
2016 Q3	$1.26M	Sell	24,757 -1,000	-4%	-$50.9K	0.17%	123
2016 Q2	$1.23M	Buy	25,757 +1,000	+4%	+$47.6K	0.16%	140
2016 Q1	$1.1M	Hold	24,757	–	–	0.14%	159
2015 Q4	$1.01M	Buy	+24,757	New	+$1.01M	0.11%	180