Impact Partnership Wealth’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 | $419K | Buy |
5,805
+2,970
| +105% | +$214K | 0.08% | 166 |
|
|
2025
Q1 | $228K | Buy |
2,835
+275
| +11% | +$22.1K | 0.05% | 212 |
|
|
2024
Q4 | $211K | Buy |
+2,560
| New | +$211K | 0.04% | 269 |
|
|
2024
Q1 | – | Sell |
-14
| Closed | -$932 | – | 840 |
|
|
2023
Q4 | $932 | Sell |
14
-1,854
| -99% | -$123K | ﹤0.01% | 760 |
|
|
2023
Q3 | $127K | Buy |
+1,868
| New | +$127K | 0.04% | 273 |
|