Sonora Investment Management Group’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 | $29.7M | Sell |
92,827
-8,291
| -8% | -$2.65M | 2.21% | 12 |
|
|
2025
Q1 | $34.9M | Buy |
101,118
+193
| +0.2% | +$66.6K | 2.76% | 3 |
|
|
2024
Q4 | $28.6M | Buy |
100,925
+8,940
| +10% | +$2.54M | 2.2% | 6 |
|
|
2024
Q3 | $25.9M | Buy |
91,985
+546
| +0.6% | +$154K | 1.92% | 7 |
|
|
2024
Q2 | $22.9M | Hold |
91,439
| – | – | 1.79% | 8 |
|
|
2024
Q1 | $22.9M | Buy |
91,439
+1,621
| +2% | +$405K | 1.79% | 8 |
|
|
2023
Q4 | $20.2M | Buy |
89,818
+267
| +0.3% | +$60K | 1.64% | 10 |
|
|
2023
Q3 | $20.4M | Buy |
89,551
+352
| +0.4% | +$80.2K | 1.75% | 7 |
|
|
2023
Q2 | $19.6M | Sell |
89,199
-878
| -1% | -$193K | 1.64% | 8 |
|
|
2023
Q1 | $17.2M | Sell |
90,077
-711
| -0.8% | -$136K | 1.5% | 12 |
|
|
2022
Q4 | $17.1M | Buy |
90,788
+478
| +0.5% | +$90.1K | 1.56% | 12 |
|
|
2022
Q3 | $14.7M | Hold |
90,310
| – | – | 1.89% | 9 |
|
|
2022
Q2 | $14.7M | Buy |
90,310
+3,870
| +4% | +$631K | 1.39% | 16 |
|
|
2022
Q1 | $15.1M | Buy |
86,440
+3,263
| +4% | +$570K | 1.71% | 10 |
|
|
2021
Q4 | $14.1M | Buy |
+83,177
| New | +$14.1M | 1.64% | 10 |
|