Allworth Financial’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.4K | Buy |
180
+98
| +120% | +$34K | ﹤0.01% | 1808 |
|
|
2025
Q1 | $33.5K | Sell |
82
-2
| -2% | -$817 | ﹤0.01% | 1754 |
|
|
2024
Q4 | $31.7K | Buy |
84
+3
| +4% | +$1.13K | ﹤0.01% | 1808 |
|
|
2024
Q3 | $43.7K | Hold |
81
| – | – | ﹤0.01% | 1467 |
|
|
2024
Q2 | $30.6K | Hold |
81
| – | – | ﹤0.01% | 1612 |
|
|
2024
Q1 | $32.5K | Sell |
81
-2
| -2% | -$803 | ﹤0.01% | 1494 |
|
|
2023
Q4 | $27.8K | Hold |
83
| – | – | ﹤0.01% | 1455 |
|
|
2023
Q3 | $24.4K | Hold |
83
| – | – | ﹤0.01% | 1405 |
|
|
2023
Q2 | $17.4K | Sell |
83
-3
| -3% | -$630 | ﹤0.01% | 1626 |
|
|
2023
Q1 | $19.9K | Sell |
86
-2
| -2% | -$463 | ﹤0.01% | 1452 |
|
|
2022
Q4 | $21.9K | Buy |
88
+4
| +5% | +$995 | ﹤0.01% | 1322 |
|
|
2022
Q3 | $19K | Buy |
84
+3
| +4% | +$679 | ﹤0.01% | 1310 |
|
|
2022
Q2 | $16K | Buy |
+81
| New | +$16K | ﹤0.01% | 1329 |
|
|
2022
Q1 | – | Sell |
-45
| Closed | -$9K | – | 2188 |
|
|
2021
Q4 | $9K | Buy |
+45
| New | +$9K | ﹤0.01% | 1398 |
|