AssetMark Inc’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 | $4.86K | Buy |
14
+1
| +8% | +$347 | ﹤0.01% | 2146 |
|
|
2025
Q1 | $5.45K | Buy |
13
+11
| +550% | +$4.61K | ﹤0.01% | 1978 |
|
|
2024
Q4 | $824 | Buy |
+2
| New | +$824 | ﹤0.01% | 2284 |
|
|
2021
Q2 | – | Sell |
-7
| Closed | -$2K | – | 1376 |
|
|
2021
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 1170 |
|
|
2020
Q4 | $2K | Sell |
7
-2
| -22% | -$571 | ﹤0.01% | 1196 |
|
|
2020
Q3 | $2K | Sell |
9
-6
| -40% | -$1.33K | ﹤0.01% | 1109 |
|
|
2020
Q2 | $3K | Sell |
15
-6,414
| -100% | -$1.28M | ﹤0.01% | 1013 |
|
|
2020
Q1 | $953K | Sell |
6,429
-141,615
| -96% | -$21M | 0.01% | 319 |
|
|
2019
Q4 | $24.6M | Buy |
148,044
+89,369
| +152% | +$14.8M | 0.19% | 124 |
|
|
2019
Q3 | $10.9M | Buy |
58,675
+58,363
| +18,706% | +$10.8M | 0.09% | 189 |
|
|
2019
Q2 | $79K | Buy |
+312
| New | +$79K | ﹤0.01% | 640 |
|
|
2019
Q1 | – | Sell |
-278
| Closed | -$37K | – | 1395 |
|
|
2018
Q4 | $37K | Sell |
278
-69
| -20% | -$9.18K | ﹤0.01% | 751 |
|
|
2018
Q3 | $44K | Sell |
347
-21
| -6% | -$2.66K | ﹤0.01% | 769 |
|
|
2018
Q2 | $43K | Hold |
368
| – | – | ﹤0.01% | 752 |
|
|
2018
Q1 | $43K | Buy |
368
+9
| +3% | +$1.05K | ﹤0.01% | 765 |
|
|
2017
Q4 | $44K | Sell |
359
-3,713
| -91% | -$455K | ﹤0.01% | 818 |
|
|
2017
Q3 | $491K | Buy |
4,072
+2,472
| +155% | +$298K | 0.01% | 357 |
|
|
2017
Q2 | $200K | Buy |
+1,600
| New | +$200K | ﹤0.01% | 443 |
|