Klein Pavlis & Peasley Financial’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 |
-17,003
| Closed | -$1.37M | – | 82 |
|
|
2025
Q1 | $1.37M | Buy |
17,003
+5,579
| +49% | +$450K | 0.99% | 33 |
|
|
2024
Q4 | $942K | Sell |
11,424
-90
| -0.8% | -$7.42K | 0.76% | 51 |
|
|
2024
Q3 | $892K | Buy |
11,514
+136
| +1% | +$10.5K | 0.71% | 52 |
|
|
2024
Q2 | $800K | Buy |
11,378
+794
| +8% | +$55.9K | 0.71% | 52 |
|
|
2024
Q1 | $786K | Buy |
10,584
+1,118
| +12% | +$83K | 0.71% | 49 |
|
|
2023
Q4 | $630K | Buy |
+9,466
| New | +$630K | 0.59% | 58 |
|