SFFS
Stonehage Fleming Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147M | Buy |
460,359
+6,139
| +1% | +$1.97M | 4.28% | 14 |
|
|
2025
Q1 | $157M | Sell |
454,220
-8,177
| -2% | -$2.82M | 5.51% | 11 |
|
|
2024
Q4 | $131M | Sell |
462,397
-175,158
| -27% | -$49.7M | 3.67% | 14 |
|
|
2024
Q3 | $179M | Sell |
637,555
-5,007
| -0.8% | -$1.41M | 4.74% | 7 |
|
|
2024
Q2 | $167M | Buy |
+642,562
| New | +$167M | 4.45% | 10 |
|
|
2024
Q1 | – | Sell |
-638,861
| Closed | -$144M | – | 182 |
|
|
2023
Q4 | $144M | Buy |
638,861
+528,641
| +480% | +$119M | 4.2% | 11 |
|
|
2023
Q3 | $25.2M | Buy |
+110,220
| New | +$25.2M | 2.24% | 18 |
|