Walled Lake Planning & Wealth Management’s RLI Corp RLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$342K	Hold	6,002	–	–	0.1%	99
2025 Q4	$384K	Hold	6,002	–	–	0.12%	92
2025 Q3	$391K	Hold	6,002	–	–	0.13%	89
2025 Q2	$433K	Hold	6,002	–	–	0.14%	83
2025 Q1	$482K	Hold	6,002	–	–	0.17%	72
2024 Q4	$495K	Hold	6,002	–	–	0.18%	71
2024 Q3	$465K	Hold	6,002	–	–	0.17%	68
2024 Q2	$422K	Hold	6,002	–	–	0.17%	69
2024 Q1	$446K	Hold	6,002	–	–	0.18%	63
2023 Q4	$399K	Hold	6,002	–	–	0.19%	58
2023 Q3	$408K	Hold	6,002	–	–	0.2%	49
2023 Q2	$410K	Hold	6,002	–	–	0.2%	48
2023 Q1	$399K	Buy	+6,002	New	+$399K	0.21%	51
2022 Q4	–	Sell	-6,002	Closed	-$307K	–	77
2022 Q3	$307K	Hold	6,002	–	–	0.21%	52
2022 Q2	$350K	Hold	6,002	–	–	0.24%	50
2022 Q1	$332K	Hold	6,002	–	–	0.2%	58
2021 Q4	$336K	Hold	6,002	–	–	0.19%	62
2021 Q3	$301K	Hold	6,002	–	–	0.19%	59
2021 Q2	$314K	Hold	6,002	–	–	0.2%	55
2021 Q1	$335K	Hold	6,002	–	–	0.23%	53
2020 Q4	$313K	Hold	6,002	–	–	0.24%	53
2020 Q3	$251K	Hold	6,002	–	–	0.2%	54
2020 Q2	$246K	Hold	6,002	–	–	0.21%	54
2020 Q1	$264K	Hold	6,002	–	–	0.24%	44
2019 Q4	$270K	Buy	+6,002	New	+$282K	0.19%	54