JFS Wealth Advisors’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 | $4.77K | Hold |
66
| – | – | ﹤0.01% | 1105 |
|
|
2025
Q1 | $5.3K | Hold |
66
| – | – | ﹤0.01% | 1101 |
|
|
2024
Q4 | $5.44K | Hold |
66
| – | – | ﹤0.01% | 1100 |
|
|
2024
Q3 | $5.12K | Buy |
66
+2
| +3% | +$155 | ﹤0.01% | 1112 |
|
|
2024
Q2 | $4.5K | Hold |
64
| – | – | ﹤0.01% | 1109 |
|
|
2024
Q1 | $4.75K | Sell |
64
-2
| -3% | -$149 | ﹤0.01% | 1120 |
|
|
2023
Q4 | $4.39K | Buy |
66
+2
| +3% | +$133 | ﹤0.01% | 1117 |
|
|
2023
Q3 | $4.35K | Hold |
64
| – | – | ﹤0.01% | 1049 |
|
|
2023
Q2 | $4.37K | Sell |
64
-2
| -3% | -$137 | ﹤0.01% | 1061 |
|
|
2023
Q1 | $4.39K | Hold |
66
| – | – | ﹤0.01% | 1046 |
|
|
2022
Q4 | $4.33K | Sell |
66
-2
| -3% | -$131 | ﹤0.01% | 1053 |
|
|
2022
Q3 | $3K | Sell |
68
-12
| -15% | -$529 | ﹤0.01% | 1229 |
|
|
2022
Q2 | $5K | Buy |
80
+36
| +82% | +$2.25K | ﹤0.01% | 1007 |
|
|
2022
Q1 | $2K | Buy |
44
+28
| +175% | +$1.27K | ﹤0.01% | 1477 |
|
|
2021
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1531 |
|
|
2018
Q2 | – | Sell |
-70
| Closed | -$2K | – | 532 |
|
|
2018
Q1 | $2K | Hold |
70
| – | – | ﹤0.01% | 486 |
|
|
2017
Q4 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 493 |
|