Ballentine Partners’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 | $483K | Sell |
1,393
-8
| -0.6% | -$2.77K | 0.01% | 493 |
|
|
2025
Q1 | $587K | Sell |
1,401
-13
| -0.9% | -$5.45K | 0.01% | 401 |
|
|
2024
Q4 | $583K | Sell |
1,414
-4
| -0.3% | -$1.65K | 0.01% | 394 |
|
|
2024
Q3 | $765K | Hold |
1,418
| – | – | 0.01% | 332 |
|
|
2024
Q2 | $514K | Sell |
1,418
-9
| -0.6% | -$3.26K | 0.01% | 402 |
|
|
2024
Q1 | $573K | Buy |
1,427
+8
| +0.6% | +$3.21K | 0.01% | 363 |
|
|
2023
Q4 | $475K | Sell |
1,419
-33
| -2% | -$11.1K | 0.01% | 378 |
|
|
2023
Q3 | $427K | Buy |
1,452
+34
| +2% | +$9.99K | 0.01% | 350 |
|
|
2023
Q2 | $298K | Buy |
+1,418
| New | +$298K | 0.01% | 450 |
|