Avantax Advisory Services’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 | – | Sell |
-519
| Closed | -$217K | – | 2384 |
|
|
2025
Q1 | $217K | Hold |
519
| – | – | ﹤0.01% | 2054 |
|
|
2024
Q4 | $214K | Sell |
519
-2
| -0.4% | -$824 | ﹤0.01% | 2017 |
|
|
2024
Q3 | $281K | Buy |
+521
| New | +$281K | ﹤0.01% | 1807 |
|
|
2024
Q2 | – | Sell |
-514
| Closed | -$206K | – | 2089 |
|
|
2024
Q1 | $206K | Buy |
+514
| New | +$206K | ﹤0.01% | 1529 |
|