Steward Partners Investment Advisory’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 | $1.7M | Buy |
5,299
+1,152
| +28% | +$369K | 0.01% | 765 |
|
|
2025
Q1 | $1.43M | Buy |
4,147
+946
| +30% | +$327K | 0.01% | 782 |
|
|
2024
Q4 | $909K | Buy |
3,201
+1
| +0% | +$284 | 0.01% | 908 |
|
|
2024
Q3 | $900K | Buy |
3,200
+141
| +5% | +$39.7K | 0.01% | 895 |
|
|
2024
Q2 | $793K | Buy |
3,059
+168
| +6% | +$43.6K | 0.01% | 891 |
|
|
2024
Q1 | $723K | Buy |
2,891
+601
| +26% | +$150K | 0.01% | 907 |
|
|
2023
Q4 | $515K | Buy |
2,290
+261
| +13% | +$58.7K | 0.01% | 995 |
|
|
2023
Q3 | $462K | Buy |
2,029
+172
| +9% | +$39.2K | 0.01% | 948 |
|
|
2023
Q2 | $408K | Buy |
1,857
+1
| +0.1% | +$220 | 0.01% | 1007 |
|
|
2023
Q1 | $355K | Buy |
1,856
+43
| +2% | +$8.23K | 0.01% | 1050 |
|
|
2022
Q4 | $342K | Sell |
1,813
-18
| -1% | -$3.39K | 0.01% | 1034 |
|
|
2022
Q3 | $313K | Sell |
1,831
-43
| -2% | -$7.35K | 0.01% | 1018 |
|
|
2022
Q2 | $306K | Sell |
1,874
-176
| -9% | -$28.7K | 0.01% | 1023 |
|
|
2022
Q1 | $358K | Buy |
2,050
+309
| +18% | +$54K | 0.01% | 1052 |
|
|
2021
Q4 | $295K | Sell |
1,741
-13
| -0.7% | -$2.2K | ﹤0.01% | 1148 |
|
|
2021
Q3 | $261K | Buy |
1,754
+60
| +4% | +$8.93K | ﹤0.01% | 1155 |
|
|
2021
Q2 | $237K | Buy |
1,694
+81
| +5% | +$11.3K | ﹤0.01% | 1426 |
|
|
2021
Q1 | $201K | Sell |
1,613
-166
| -9% | -$20.7K | ﹤0.01% | 1298 |
|
|
2020
Q4 | $220K | Sell |
1,779
-320
| -15% | -$39.6K | ﹤0.01% | 1033 |
|
|
2020
Q3 | $222K | Buy |
2,099
+741
| +55% | +$78.4K | 0.01% | 905 |
|
|
2020
Q2 | $132K | Buy |
1,358
+192
| +16% | +$18.7K | ﹤0.01% | 1030 |
|
|
2020
Q1 | $95K | Sell |
1,166
-29
| -2% | -$2.36K | ﹤0.01% | 1010 |
|
|
2019
Q4 | $113K | Buy |
1,195
+31
| +3% | +$2.93K | ﹤0.01% | 1087 |
|
|
2019
Q3 | $104K | Buy |
1,164
+199
| +21% | +$17.8K | ﹤0.01% | 1071 |
|
|
2019
Q2 | $84K | Buy |
+965
| New | +$84K | ﹤0.01% | 1123 |
|
|
2018
Q4 | – | Sell |
-17
| Closed | -$1K | – | 813 |
|
|
2018
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 2465 |
|
|
2018
Q2 | $1K | Sell |
17
-11
| -39% | -$647 | ﹤0.01% | 2313 |
|
|
2018
Q1 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 2102 |
|