LGT Financial 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
Q1 | – | Sell |
-358
| Closed | -$29.5K | – | 634 |
|
2024
Q4 | $29.5K | Hold |
358
| – | – | 0.07% | 231 |
|
2024
Q3 | $27.7K | Hold |
358
| – | – | 0.07% | 209 |
|
2024
Q2 | $25.2K | Hold |
358
| – | – | 0.05% | 248 |
|
2024
Q1 | $26.6K | Hold |
358
| – | – | 0.03% | 310 |
|
2023
Q4 | $23.8K | Hold |
358
| – | – | 0.03% | 316 |
|
2023
Q3 | $24.3K | Buy |
+358
| New | +$24.3K | 0.03% | 302 |
|