Integrated Wealth Concepts’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
$238K Buy
3,300
+780
+31% +$56.3K ﹤0.01% 1675
2025
Q1
$202K Sell
2,520
-5,680
-69% -$456K ﹤0.01% 1621
2024
Q4
$676K Buy
+8,200
New +$676K 0.01% 990