Steward Partners Investment Advisory’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 | $351K | Buy |
4,866
+214
| +5% | +$15.5K | ﹤0.01% | 1476 |
|
|
2025
Q1 | $374K | Buy |
4,652
+12
| +0.3% | +$964 | ﹤0.01% | 1343 |
|
|
2024
Q4 | $382K | Buy |
4,640
+18
| +0.4% | +$1.48K | ﹤0.01% | 1287 |
|
|
2024
Q3 | $358K | Buy |
4,622
+760
| +20% | +$58.9K | ﹤0.01% | 1258 |
|
|
2024
Q2 | $272K | Sell |
3,862
-46
| -1% | -$3.24K | ﹤0.01% | 1316 |
|
|
2024
Q1 | $290K | Sell |
3,908
-286
| -7% | -$21.2K | ﹤0.01% | 1271 |
|
|
2023
Q4 | $279K | Buy |
4,194
+756
| +22% | +$50.3K | ﹤0.01% | 1246 |
|
|
2023
Q3 | $234K | Buy |
3,438
+460
| +15% | +$31.3K | ﹤0.01% | 1212 |
|
|
2023
Q2 | $203K | Sell |
2,978
-114
| -4% | -$7.78K | ﹤0.01% | 1284 |
|
|
2023
Q1 | $205K | Buy |
3,092
+1,070
| +53% | +$71.1K | ﹤0.01% | 1267 |
|
|
2022
Q4 | $133K | Buy |
2,022
+1,010
| +100% | +$66.3K | ﹤0.01% | 1425 |
|
|
2022
Q3 | $52K | Hold |
1,012
| – | – | ﹤0.01% | 1767 |
|
|
2022
Q2 | $59K | Sell |
1,012
-192
| -16% | -$11.2K | ﹤0.01% | 1724 |
|
|
2022
Q1 | $67K | Sell |
1,204
-668
| -36% | -$37.2K | ﹤0.01% | 1767 |
|
|
2021
Q4 | $105K | Buy |
1,872
+290
| +18% | +$16.3K | ﹤0.01% | 1579 |
|
|
2021
Q3 | $79K | Hold |
1,582
| – | – | ﹤0.01% | 1664 |
|
|
2021
Q2 | $83K | Hold |
1,582
| – | – | ﹤0.01% | 2507 |
|
|
2021
Q1 | $88.3K | Buy |
1,582
+394
| +33% | +$22K | ﹤0.01% | 1689 |
|
|
2020
Q4 | $62K | Hold |
1,188
| – | – | ﹤0.01% | 1561 |
|
|
2020
Q3 | $50K | Buy |
1,188
+592
| +99% | +$24.9K | ﹤0.01% | 1503 |
|
|
2020
Q2 | $24K | Buy |
596
+338
| +131% | +$13.6K | ﹤0.01% | 1710 |
|
|
2020
Q1 | $11K | Buy |
258
+118
| +84% | +$5.03K | ﹤0.01% | 1828 |
|
|
2019
Q4 | $6K | Hold |
140
| – | – | ﹤0.01% | 2195 |
|
|
2019
Q3 | $6K | Buy |
140
+70
| +100% | +$3K | ﹤0.01% | 2205 |
|
|
2019
Q2 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 2456 |
|
|
2018
Q3 | – | Sell |
-80
| Closed | -$3K | – | 2683 |
|
|
2018
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 2136 |
|
|
2018
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 2030 |
|
|
2017
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 1717 |
|
|
2017
Q3 | $2K | Sell |
80
-34
| -30% | -$850 | ﹤0.01% | 1515 |
|
|
2017
Q2 | $3K | Buy |
+114
| New | +$3K | ﹤0.01% | 1352 |
|