Sunbelt Securities’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 | $961K | Buy |
3,385
+154
| +5% | +$43.7K | 0.08% | 207 |
|
|
2025
Q1 | $1.12M | Sell |
3,231
-154
| -5% | -$53.2K | 0.1% | 176 |
|
|
2024
Q4 | $963K | Sell |
3,385
-1,165
| -26% | -$331K | 0.08% | 206 |
|
|
2024
Q3 | $1.28M | Buy |
4,550
+99
| +2% | +$27.9K | 0.13% | 166 |
|
|
2024
Q2 | $1.15M | Sell |
4,451
-249
| -5% | -$64.6K | 0.12% | 170 |
|
|
2024
Q1 | $1.18M | Buy |
4,700
+136
| +3% | +$34K | 0.13% | 158 |
|
|
2023
Q4 | $1.03M | Buy |
4,564
+162
| +4% | +$36.4K | 0.13% | 174 |
|
|
2023
Q3 | $1M | Buy |
4,402
+43
| +1% | +$9.8K | 0.14% | 164 |
|
|
2023
Q2 | $957K | Buy |
4,359
+80
| +2% | +$17.6K | 0.14% | 165 |
|
|
2023
Q1 | $812K | Buy |
4,279
+10
| +0.2% | +$1.9K | 0.13% | 168 |
|
|
2022
Q4 | $805K | Sell |
4,269
-114
| -3% | -$21.5K | 0.16% | 161 |
|
|
2022
Q3 | $750K | Buy |
4,383
+142
| +3% | +$24.3K | 0.16% | 165 |
|
|
2022
Q2 | $691K | Buy |
4,241
+85
| +2% | +$13.8K | 0.15% | 178 |
|
|
2022
Q1 | $722K | Buy |
4,156
+1
| +0% | +$174 | 0.13% | 193 |
|
|
2021
Q4 | $653K | Sell |
4,155
-170
| -4% | -$26.7K | 0.11% | 216 |
|
|
2021
Q3 | $605K | Hold |
4,325
| – | – | 0.11% | 224 |
|
|
2021
Q2 | $605K | Sell |
4,325
-16
| -0.4% | -$2.24K | 0.11% | 224 |
|
|
2021
Q1 | $542K | Sell |
4,341
-344
| -7% | -$43K | 0.11% | 222 |
|
|
2020
Q4 | $580K | Sell |
4,685
-170
| -4% | -$21K | 0.12% | 205 |
|
|
2020
Q3 | $513K | Sell |
4,855
-180
| -4% | -$19K | 0.14% | 188 |
|
|
2020
Q2 | $491K | Sell |
5,035
-61
| -1% | -$5.95K | 0.17% | 156 |
|
|
2020
Q1 | $415K | Sell |
5,096
-228
| -4% | -$18.6K | 0.02% | 251 |
|
|
2019
Q4 | $507K | Buy |
5,324
+6
| +0.1% | +$571 | 0.05% | 315 |
|
|
2019
Q3 | $476K | Buy |
5,318
+96
| +2% | +$8.59K | 0.05% | 309 |
|
|
2019
Q2 | $457K | Buy |
5,222
+104
| +2% | +$9.1K | 0.2% | 145 |
|
|
2019
Q1 | $400K | Buy |
5,118
+289
| +6% | +$22.6K | 0.2% | 141 |
|
|
2018
Q4 | $356K | Sell |
4,829
-1,187
| -20% | -$87.5K | 0.21% | 134 |
|
|
2018
Q3 | $448K | Sell |
6,016
-57
| -0.9% | -$4.25K | 0.24% | 119 |
|
|
2018
Q2 | $396K | Buy |
6,073
+1,311
| +28% | +$85.5K | 0.24% | 125 |
|
|
2018
Q1 | $327K | Buy |
4,762
+129
| +3% | +$8.86K | 0.3% | 118 |
|
|
2017
Q4 | $293K | Buy |
4,633
+29
| +0.6% | +$1.83K | 0.29% | 120 |
|
|
2017
Q3 | $283K | Sell |
4,604
-42
| -0.9% | -$2.58K | 0.3% | 119 |
|
|
2017
Q2 | $266K | Sell |
4,646
-58
| -1% | -$3.32K | 0.5% | 61 |
|
|
2017
Q1 | $266K | Buy |
4,704
+96
| +2% | +$5.43K | 0.4% | 68 |
|
|
2016
Q4 | $239K | Buy |
4,608
+14
| +0.3% | +$726 | 0.36% | 73 |
|
|
2016
Q3 | $234K | Buy |
4,594
+68
| +2% | +$3.46K | 0.28% | 83 |
|
|
2016
Q2 | $215K | Sell |
4,526
-56
| -1% | -$2.66K | 0.28% | 86 |
|
|
2016
Q1 | $204K | Buy |
+4,582
| New | +$204K | 0.3% | 83 |
|
|
2015
Q3 | – | Sell |
-4,573
| Closed | -$216K | – | 115 |
|
|
2015
Q2 | $216K | Sell |
4,573
-136
| -3% | -$6.42K | 0.3% | 91 |
|
|
2015
Q1 | $220K | Sell |
4,709
-60
| -1% | -$2.8K | 0.33% | 80 |
|
|
2014
Q4 | $225K | Buy |
+4,769
| New | +$225K | 0.3% | 79 |
|