Curated Wealth Partners’s RLI Corp RLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $399K | Buy |
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|
2025
Q2 | $437K | Buy |
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|
2025
Q1 | $298K | Hold |
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|
2024
Q4 | $305K | Hold |
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|
2024
Q3 | $287K | Hold |
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|
2024
Q2 | $261K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $341K | Hold |
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|
2023
Q1 | $332K | Buy |
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|
2022
Q4 | $326K | Sell |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $304K | Sell |
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|
2022
Q1 | $317K | Hold |
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|
2021
Q4 | $317K | Hold |
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|
2021
Q3 | $284K | Hold |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $316K | Buy |
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|
2020
Q4 | $274K | Buy |
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