AWAG
ARS Wealth Advisors Group’s RLI Corp RLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
3,660
-466
| -11% | -$33.7K | 0.03% | 145 |
|
|
2025
Q1 | $331K | Buy |
4,126
+1,840
| +80% | +$148K | 0.05% | 111 |
|
|
2024
Q4 | $377K | Sell |
2,286
-100
| -4% | -$16.5K | 0.05% | 101 |
|
|
2024
Q3 | $370K | Sell |
2,386
-125
| -5% | -$19.4K | 0.05% | 117 |
|
|
2024
Q2 | $353K | Sell |
2,511
-276
| -10% | -$38.8K | 0.05% | 112 |
|
|
2024
Q1 | $414K | Sell |
2,787
-603
| -18% | -$89.5K | 0.06% | 109 |
|
|
2023
Q4 | $451K | Sell |
3,390
-148
| -4% | -$19.7K | 0.07% | 96 |
|
|
2023
Q3 | $481K | Sell |
3,538
-630
| -15% | -$85.6K | 0.08% | 94 |
|
|
2023
Q2 | $569K | Hold |
4,168
| – | – | 0.09% | 88 |
|
|
2023
Q1 | $554K | Sell |
4,168
-600
| -13% | -$79.7K | 0.1% | 78 |
|
|
2022
Q4 | $626K | Sell |
4,768
-200
| -4% | -$26.3K | 0.1% | 80 |
|
|
2022
Q3 | $509K | Sell |
4,968
-950
| -16% | -$97.3K | 0.08% | 93 |
|
|
2022
Q2 | $690K | Sell |
5,918
-300
| -5% | -$35K | 0.09% | 92 |
|
|
2022
Q1 | $688K | Hold |
6,218
| – | – | 0.12% | 67 |
|
|
2021
Q4 | $697K | Buy |
+6,218
| New | +$697K | 0.12% | 71 |
|