SkyOak Wealth’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 |
-3,384
| Closed | -$279K | – | 270 |
|
|
2024
Q4 | $279K | Sell |
3,384
-122
| -3% | -$10.1K | 0.06% | 190 |
|
|
2024
Q3 | $272K | Sell |
3,506
-168
| -5% | -$13K | 0.06% | 187 |
|
|
2024
Q2 | $258K | Sell |
3,674
-170
| -4% | -$12K | 0.06% | 196 |
|
|
2024
Q1 | $285K | Buy |
+3,844
| New | +$285K | 0.07% | 199 |
|