Carson Wealth (CWM LLC)’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 | $568K | Sell |
9,953
-983
| -9% | -$59K | ﹤0.01% | 1922 |
|
|
2025
Q4 | $700K | Sell |
10,936
-13
| -0.1% | -$817 | ﹤0.01% | 1712 |
|
|
2025
Q3 | $714K | Buy |
10,949
+2,734
| +33% | +$185K | ﹤0.01% | 1595 |
|
|
2025
Q2 | $593K | Buy |
8,215
+293
| +4% | +$22K | ﹤0.01% | 1514 |
|
|
2025
Q1 | $636K | Sell |
7,922
-62
| -0.8% | -$4.72K | ﹤0.01% | 1360 |
|
|
2024
Q4 | $658K | Buy |
7,984
+234
| +3% | +$19.4K | ﹤0.01% | 1275 |
|
|
2024
Q3 | $601K | Buy |
7,750
+252
| +3% | +$18.6K | ﹤0.01% | 1245 |
|
|
2024
Q2 | $527K | Buy |
7,498
+16
| +0.2% | +$1.15K | ﹤0.01% | 1174 |
|
|
2024
Q1 | $555K | Buy |
7,482
+20
| +0.3% | +$1.43K | ﹤0.01% | 1092 |
|
|
2023
Q4 | $497K | Sell |
7,462
-7,504
| -50% | -$504K | ﹤0.01% | 1064 |
|
|
2023
Q3 | $1.02M | Buy |
14,966
+504
| +3% | +$34K | 0.01% | 748 |
|
|
2023
Q2 | $987K | Buy |
14,462
+14,180
| +5,028% | +$942K | 0.01% | 720 |
|
|
2023
Q1 | $19K | Buy |
282
+22
| +8% | +$1.46K | ﹤0.01% | 2556 |
|
|
2022
Q4 | $17K | Sell |
260
-2
| -0.8% | -$124 | ﹤0.01% | 2485 |
|
|
2022
Q3 | $13K | Buy |
262
+8
| +3% | +$447 | ﹤0.01% | 2526 |
|
|
2022
Q2 | $15K | Buy |
254
+144
| +131% | +$8.25K | ﹤0.01% | 2327 |
|
|
2022
Q1 | $6K | Sell |
110
-4
| -4% | -$211 | ﹤0.01% | 2779 |
|
|
2021
Q4 | $6K | Buy |
+114
| New | +$6.17K | ﹤0.01% | 2661 |
|
|
2021
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 2462 |
|
|
2021
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 2462 |
|
|
2020
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 2461 |
|
|
2020
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 2461 |
|
|
2020
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 2461 |
|
|
2020
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 2461 |
|
|
2019
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 2460 |
|
|
2019
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 2460 |
|
|
2019
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 2460 |
|
|
2019
Q1 | $4K | Buy |
+76
| New | +$2.62K | ﹤0.01% | 2458 |
|
Other funds holding RLI
VPM
VCM
WA
MG
