EverSource Wealth Advisors’s RLI Corp RLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
1,559
+493
| +46% | +$35.6K | 0.01% | 1138 |
|
|
2025
Q1 | $85.6K | Buy |
1,066
+72
| +7% | +$5.78K | ﹤0.01% | 971 |
|
|
2024
Q4 | $81.9K | Buy |
994
+318
| +47% | +$26.2K | ﹤0.01% | 972 |
|
|
2024
Q3 | $52.3K | Buy |
676
+184
| +37% | +$14.2K | ﹤0.01% | 1052 |
|
|
2024
Q2 | $37.1K | Buy |
492
+154
| +46% | +$11.6K | ﹤0.01% | 1238 |
|
|
2024
Q1 | $23.9K | Buy |
+338
| New | +$23.9K | ﹤0.01% | 1276 |
|
|
2022
Q3 | – | Sell |
-92
| Closed | -$5K | – | 2105 |
|
|
2022
Q2 | $5K | Hold |
92
| – | – | ﹤0.01% | 1287 |
|
|
2022
Q1 | $5K | Buy |
+92
| New | +$5K | ﹤0.01% | 1286 |
|