GeoWealth Management’s RLI Corp RLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.12K Buy
57
+21
+58% +$1.52K ﹤0.01% 1155
2025
Q1
$2.89K Sell
36
-76
-68% -$6.11K ﹤0.01% 1023
2024
Q4
$9.23K Sell
112
-26
-19% -$2.14K ﹤0.01% 1497
2024
Q3
$10.7K Buy
+138
New +$10.7K ﹤0.01% 1361