Sowell Financial Services’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 | $573K | Hold |
1,790
| – | – | 0.02% | 574 |
|
|
2025
Q1 | $618K | Buy |
+1,790
| New | +$618K | 0.03% | 532 |
|
|
2023
Q2 | – | Sell |
-1,054
| Closed | -$202K | – | 561 |
|
|
2023
Q1 | $202K | Buy |
+1,054
| New | +$202K | 0.02% | 688 |
|
|
2021
Q2 | – | Sell |
-1,867
| Closed | -$278K | – | 578 |
|
|
2021
Q1 | $278K | Buy |
1,867
+561
| +43% | +$83.5K | 0.01% | 875 |
|
|
2020
Q4 | $162K | Buy |
1,306
+497
| +61% | +$61.6K | 0.01% | 935 |
|
|
2020
Q3 | $85K | Sell |
809
-112
| -12% | -$11.8K | ﹤0.01% | 1026 |
|
|
2020
Q2 | $90K | Sell |
921
-3,817
| -81% | -$373K | ﹤0.01% | 992 |
|
|
2020
Q1 | $386K | Sell |
4,738
-1,565
| -25% | -$127K | 0.03% | 470 |
|
|
2019
Q4 | $600K | Buy |
6,303
+3,427
| +119% | +$326K | 0.05% | 397 |
|
|
2019
Q3 | $258K | Buy |
+2,876
| New | +$258K | 0.02% | 572 |
|