Baker Avenue Asset Management’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,420
| Closed | -$2.65M | – | 458 |
|
|
2024
Q4 | $2.65M | Buy |
6,420
+863
| +16% | +$356K | 0.08% | 167 |
|
|
2024
Q3 | $3M | Buy |
5,557
+288
| +5% | +$155K | 0.1% | 146 |
|
|
2024
Q2 | $1.91M | Buy |
5,269
+65
| +1% | +$23.6K | 0.07% | 179 |
|
|
2024
Q1 | $2.09M | Buy |
5,204
+61
| +1% | +$24.5K | 0.08% | 165 |
|
|
2023
Q4 | $1.72M | Buy |
5,143
+5,141
| +257,050% | +$1.72M | 0.08% | 172 |
|
|
2023
Q3 | $588 | Hold |
2
| – | – | ﹤0.01% | 1392 |
|
|
2023
Q2 | $420 | Sell |
2
-2
| -50% | -$420 | ﹤0.01% | 1462 |
|
|
2023
Q1 | $927 | Hold |
4
| – | – | ﹤0.01% | 1196 |
|
|
2022
Q4 | $995 | Buy |
+4
| New | +$995 | ﹤0.01% | 1093 |
|