Guardian Wealth 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 | – | Sell |
-1,186
| Closed | -$95.3K | – | 164 |
|
|
2025
Q1 | $95.3K | Hold |
1,186
| – | – | 0.06% | 81 |
|
|
2024
Q4 | $97.7K | Sell |
1,186
-8
| -0.7% | -$659 | 0.07% | 87 |
|
|
2024
Q3 | $92.5K | Hold |
1,194
| – | – | 0.07% | 90 |
|
|
2024
Q2 | $84K | Hold |
1,194
| – | – | 0.06% | 90 |
|
|
2024
Q1 | $88.6K | Hold |
1,194
| – | – | 0.07% | 88 |
|
|
2023
Q4 | $79.5K | Hold |
1,194
| – | – | 0.07% | 94 |
|
|
2023
Q3 | $81.1K | Hold |
1,194
| – | – | 0.08% | 90 |
|
|
2023
Q2 | $81.5K | Hold |
1,194
| – | – | 0.07% | 91 |
|
|
2023
Q1 | $79.3K | Buy |
+1,194
| New | +$79.3K | 0.08% | 94 |
|