Bartlett & Co Wealth Management’s RLI Corp RLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.38K	Buy	185 +3	+2%	+$180	﹤0.01%	932
2025 Q4	$11.6K	Hold	182	–	–	﹤0.01%	909
2025 Q3	$11.9K	Hold	182	–	–	﹤0.01%	898
2025 Q2	$13.1K	Sell	182 -70	-28%	-$5.25K	﹤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%	-$5.48K	﹤0.01%	782
2022 Q2	$20.4K	Buy	+350	New	+$20.1K	﹤0.01%	736