Plante Moran 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
Q2 | $4.34K | Hold |
60
| – | – | ﹤0.01% | 636 |
|
|
2025
Q1 | $4.83K | Hold |
60
| – | – | ﹤0.01% | 645 |
|
|
2024
Q4 | $4.97K | Hold |
60
| – | – | ﹤0.01% | 688 |
|
|
2024
Q3 | $4.67K | Hold |
60
| – | – | ﹤0.01% | 689 |
|
|
2024
Q2 | $4.24K | Hold |
60
| – | – | ﹤0.01% | 662 |
|
|
2024
Q1 | $4.48K | Hold |
60
| – | – | ﹤0.01% | 697 |
|
|
2023
Q4 | $4.01K | Hold |
60
| – | – | ﹤0.01% | 666 |
|
|
2023
Q3 | $4.1K | Hold |
60
| – | – | ﹤0.01% | 628 |
|
|
2023
Q2 | $4.11K | Hold |
60
| – | – | ﹤0.01% | 647 |
|
|
2023
Q1 | $4.01K | Hold |
60
| – | – | ﹤0.01% | 659 |
|
|
2022
Q4 | $3.96K | Sell |
60
-60
| -50% | -$3.96K | ﹤0.01% | 698 |
|
|
2022
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 668 |
|
|
2022
Q2 | $7K | Hold |
120
| – | – | ﹤0.01% | 666 |
|
|
2022
Q1 | $7K | Hold |
120
| – | – | ﹤0.01% | 641 |
|
|
2021
Q4 | $7K | Hold |
120
| – | – | ﹤0.01% | 760 |
|
|
2021
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 767 |
|
|
2021
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 764 |
|
|
2021
Q1 | $7K | Hold |
120
| – | – | ﹤0.01% | 719 |
|
|
2020
Q4 | $6K | Hold |
120
| – | – | ﹤0.01% | 684 |
|
|
2020
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 696 |
|
|
2020
Q2 | $5K | Hold |
120
| – | – | ﹤0.01% | 601 |
|
|
2020
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 578 |
|
|
2019
Q4 | $5K | Hold |
120
| – | – | ﹤0.01% | 618 |
|
|
2019
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 672 |
|
|
2019
Q2 | $5K | Hold |
120
| – | – | ﹤0.01% | 648 |
|
|
2019
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 664 |
|
|
2018
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 625 |
|
|
2018
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 592 |
|
|
2018
Q2 | $4K | Hold |
120
| – | – | ﹤0.01% | 656 |
|
|
2018
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 759 |
|
|
2017
Q4 | $4K | Sell |
120
-16
| -12% | -$533 | ﹤0.01% | 730 |
|
|
2017
Q3 | $4K | Buy |
136
+20
| +17% | +$588 | ﹤0.01% | 682 |
|
|
2017
Q2 | $3K | Hold |
116
| – | – | ﹤0.01% | 724 |
|
|
2017
Q1 | $3K | Buy |
116
+16
| +16% | +$414 | ﹤0.01% | 768 |
|
|
2016
Q4 | $3K | Sell |
100
-1,432
| -93% | -$43K | ﹤0.01% | 808 |
|
|
2016
Q3 | $52K | Buy |
1,532
+1,432
| +1,432% | +$48.6K | 0.04% | 310 |
|
|
2016
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 734 |
|
|
2016
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 665 |
|
|
2015
Q4 | $3K | Buy |
100
+60
| +150% | +$1.8K | ﹤0.01% | 827 |
|
|
2015
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 682 |
|
|
2015
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 702 |
|
|
2015
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 697 |
|
|
2014
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 788 |
|
|
2014
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 773 |
|
|
2014
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 805 |
|
|
2014
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 592 |
|
|
2013
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 662 |
|
|
2013
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 606 |
|
|
2013
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 572 |
|