Moran Wealth Management’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 |
-125,798
| Closed | -$10.4M | – | 476 |
|
2024
Q4 | $10.4M | Buy |
125,798
+3,804
| +3% | +$314K | 0.33% | 105 |
|
2024
Q3 | $9.45M | Buy |
121,994
+3,188
| +3% | +$247K | 0.29% | 108 |
|
2024
Q2 | $8.36M | Buy |
118,806
+4,124
| +4% | +$290K | 0.28% | 121 |
|
2024
Q1 | $8.51M | Buy |
114,682
+3,558
| +3% | +$264K | 0.28% | 123 |
|
2023
Q4 | $7.4M | Sell |
111,124
-706
| -0.6% | -$47K | 0.26% | 129 |
|
2023
Q3 | $7.6M | Buy |
+111,830
| New | +$7.6M | 0.29% | 119 |
|