Summit Financial’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	$874K	Sell	2,730 -274	-9%	-$87.7K	0.02%	435
2025 Q1	$1.04M	Sell	3,004 -718	-19%	-$248K	0.03%	368
2024 Q4	$1.06M	Buy	+3,722	New	+$1.06M	0.04%	304