Bartlett & Co Wealth Management’s RLI Corp RLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1K | Sell |
182
-70
| -28% | -$5.06K | ﹤0.01% | 883 |
|
|
2025
Q1 | $20.2K | Hold |
252
| – | – | ﹤0.01% | 814 |
|
|
2024
Q4 | $20.8K | Hold |
252
| – | – | ﹤0.01% | 803 |
|
|
2024
Q3 | $19.5K | Hold |
252
| – | – | ﹤0.01% | 822 |
|
|
2024
Q2 | $17.7K | Hold |
252
| – | – | ﹤0.01% | 830 |
|
|
2024
Q1 | $18.7K | Hold |
252
| – | – | ﹤0.01% | 828 |
|
|
2023
Q4 | $16.7K | Hold |
252
| – | – | ﹤0.01% | 911 |
|
|
2023
Q3 | $17.1K | Hold |
252
| – | – | ﹤0.01% | 853 |
|
|
2023
Q2 | $17.2K | Hold |
252
| – | – | ﹤0.01% | 848 |
|
|
2023
Q1 | $16.7K | Hold |
252
| – | – | ﹤0.01% | 739 |
|
|
2022
Q4 | $16.5K | Hold |
252
| – | – | ﹤0.01% | 753 |
|
|
2022
Q3 | $12.9K | Sell |
252
-98
| -28% | -$5.02K | ﹤0.01% | 782 |
|
|
2022
Q2 | $20.4K | Buy |
+350
| New | +$20.4K | ﹤0.01% | 736 |
|