Sutton Wealth Advisors’s RLI Corp RLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16
| Closed | -$1.05K | – | 1403 |
|
|
2022
Q4 | $1.05K | Sell |
16
-2
| -11% | -$131 | ﹤0.01% | 1308 |
|
|
2022
Q3 | $921 | Buy |
18
+10
| +125% | +$512 | ﹤0.01% | 1317 |
|
|
2022
Q2 | $466 | Hold |
8
| – | – | ﹤0.01% | 1475 |
|
|
2022
Q1 | $443 | Hold |
8
| – | – | ﹤0.01% | 1500 |
|
|
2021
Q4 | $448 | Buy |
+8
| New | +$448 | ﹤0.01% | 1548 |
|
|
2019
Q4 | – | Sell |
-1,154
| Closed | -$53.6K | – | 1195 |
|
|
2019
Q3 | $53.6K | Hold |
1,154
| – | – | 0.03% | 284 |
|
|
2019
Q2 | $49.5K | Hold |
1,154
| – | – | 0.03% | 308 |
|
|
2019
Q1 | $41.4K | Hold |
1,154
| – | – | 0.02% | 347 |
|
|
2018
Q4 | $39.8K | Hold |
1,154
| – | – | 0.03% | 321 |
|
|
2018
Q3 | $45.3K | Hold |
1,154
| – | – | 0.03% | 310 |
|
|
2018
Q2 | $38.2K | Hold |
1,154
| – | – | 0.03% | 360 |
|
|
2018
Q1 | $36.6K | Hold |
1,154
| – | – | 0.03% | 361 |
|
|
2017
Q4 | $35K | Buy |
1,154
+732
| +173% | +$22.2K | 0.03% | 371 |
|
|
2017
Q3 | $12.1K | Sell |
422
-676
| -62% | -$19.4K | 0.01% | 717 |
|
|
2017
Q2 | $30K | Hold |
1,098
| – | – | 0.02% | 399 |
|
|
2017
Q1 | $33K | Hold |
1,098
| – | – | 0.03% | 355 |
|
|
2016
Q4 | $34.7K | Hold |
1,098
| – | – | 0.03% | 339 |
|
|
2016
Q3 | $37.5K | Hold |
1,098
| – | – | 0.03% | 306 |
|
|
2016
Q2 | $37.8K | Hold |
1,098
| – | – | 0.04% | 289 |
|
|
2016
Q1 | $36.7K | Buy |
+1,098
| New | +$36.7K | 0.03% | 297 |
|