B. Riley Wealth Advisors’s RLI Corp RLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,618
| Closed | -$325K | – | 1406 |
|
|
2024
Q2 | $325K | Buy |
4,618
+802
| +21% | +$56.4K | 0.01% | 996 |
|
|
2024
Q1 | $259K | Buy |
3,816
+766
| +25% | +$52.1K | 0.01% | 1123 |
|
|
2023
Q4 | $203K | Sell |
3,050
-766
| -20% | -$51K | 0.01% | 1255 |
|
|
2023
Q3 | $259K | Buy |
+3,816
| New | +$259K | 0.01% | 1123 |
|
|
2016
Q4 | – | Sell |
-8,056
| Closed | -$276K | – | 619 |
|
|
2016
Q3 | $276K | Sell |
8,056
-620
| -7% | -$21.2K | 0.05% | 431 |
|
|
2016
Q2 | $299K | Sell |
8,676
-514
| -6% | -$17.7K | 0.06% | 395 |
|
|
2016
Q1 | $307K | Buy |
+9,190
| New | +$307K | 0.07% | 347 |
|
|
2015
Q1 | – | Sell |
-3,418
| Closed | -$84 | – | 1670 |
|
|
2014
Q4 | $84 | Buy |
+3,418
| New | +$84 | ﹤0.01% | 1822 |
|
|
2014
Q3 | – | Sell |
-2,548
| Closed | -$58.3K | – | 1623 |
|
|
2014
Q2 | $58.3K | Buy |
+2,548
| New | +$58.3K | 0.01% | 967 |
|