Bell Investment Advisors’s Erie Indemnity ERIE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$754	Hold	3	–	–	﹤0.01%	1619
2025 Q4	$860	Sell	3 -1	-25%	-$298	﹤0.01%	1581
2025 Q3	$1.27K	Sell	4 -3	-43%	-$1.04K	﹤0.01%	1494
2025 Q2	$2.43K	Buy	7 +2	+40%	+$742	﹤0.01%	1294
2025 Q1	$2.1K	Hold	5	–	–	﹤0.01%	1294
2024 Q4	$2.06K	Hold	5	–	–	﹤0.01%	1321
2024 Q3	$2.7K	Hold	5	–	–	﹤0.01%	1231
2024 Q2	$1.81K	Sell	5 -2	-29%	-$760	﹤0.01%	1391
2024 Q1	$2.81K	Buy	7 +2	+40%	+$736	﹤0.01%	1202
2023 Q4	$1.68K	Sell	5 -1	-17%	-$300	﹤0.01%	1406
2023 Q3	$1.76K	Sell	6 -4	-40%	-$1.03K	﹤0.01%	1338
2023 Q2	$2.1K	Hold	10	–	–	﹤0.01%	1268
2023 Q1	$2.32K	Buy	10 +4	+67%	+$957	﹤0.01%	1183
2022 Q4	$1.49K	Hold	6	–	–	﹤0.01%	1434
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	1394
2022 Q2	$1K	Buy	+6	New	+$1.04K	﹤0.01%	1418
2021 Q4	$3K	Hold	13	–	–	﹤0.01%	966
2021 Q3	$2K	Buy	+13	New	+$2.35K	﹤0.01%	1060