Carson Wealth (CWM LLC)’s RLI Corp RLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Buy |
8,215
+293
| +4% | +$21.2K | ﹤0.01% | 1513 |
|
|
2025
Q1 | $636K | Sell |
7,922
-62
| -0.8% | -$4.98K | ﹤0.01% | 1358 |
|
|
2024
Q4 | $658K | Buy |
7,984
+234
| +3% | +$19.3K | ﹤0.01% | 1274 |
|
|
2024
Q3 | $601K | Buy |
7,750
+252
| +3% | +$19.5K | ﹤0.01% | 1244 |
|
|
2024
Q2 | $527K | Buy |
7,498
+16
| +0.2% | +$1.13K | ﹤0.01% | 1173 |
|
|
2024
Q1 | $555K | Buy |
7,482
+20
| +0.3% | +$1.48K | ﹤0.01% | 1091 |
|
|
2023
Q4 | $497K | Sell |
7,462
-7,504
| -50% | -$500K | ﹤0.01% | 1062 |
|
|
2023
Q3 | $1.02M | Buy |
14,966
+504
| +3% | +$34.2K | 0.01% | 747 |
|
|
2023
Q2 | $987K | Buy |
14,462
+14,180
| +5,028% | +$968K | 0.01% | 719 |
|
|
2023
Q1 | $19K | Buy |
282
+22
| +8% | +$1.48K | ﹤0.01% | 2554 |
|
|
2022
Q4 | $17K | Sell |
260
-2
| -0.8% | -$131 | ﹤0.01% | 2483 |
|
|
2022
Q3 | $13K | Buy |
262
+8
| +3% | +$397 | ﹤0.01% | 2523 |
|
|
2022
Q2 | $15K | Buy |
254
+144
| +131% | +$8.5K | ﹤0.01% | 2324 |
|
|
2022
Q1 | $6K | Sell |
110
-4
| -4% | -$218 | ﹤0.01% | 2772 |
|
|
2021
Q4 | $6K | Buy |
+114
| New | +$6K | ﹤0.01% | 2653 |
|
|
2021
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 2443 |
|
|
2021
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 2443 |
|
|
2020
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 2443 |
|
|
2020
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 2443 |
|
|
2020
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 2443 |
|
|
2020
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 2443 |
|
|
2019
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 2443 |
|
|
2019
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 2443 |
|
|
2019
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 2443 |
|
|
2019
Q1 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 2443 |
|