Cambridge Investment Research Advisors’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 | $616K | Sell |
1,776
-15
| -0.8% | -$5.2K | ﹤0.01% | 2358 |
|
|
2025
Q1 | $751K | Buy |
1,791
+37
| +2% | +$15.5K | ﹤0.01% | 2088 |
|
|
2024
Q4 | $723K | Buy |
1,754
+274
| +19% | +$113K | ﹤0.01% | 2130 |
|
|
2024
Q3 | $799K | Buy |
1,480
+48
| +3% | +$25.9K | ﹤0.01% | 2038 |
|
|
2024
Q2 | $519K | Sell |
1,432
-66
| -4% | -$23.9K | ﹤0.01% | 2270 |
|
|
2024
Q1 | $602K | Buy |
1,498
+60
| +4% | +$24.1K | ﹤0.01% | 2124 |
|
|
2023
Q4 | $482K | Sell |
1,438
-297
| -17% | -$99.6K | ﹤0.01% | 2203 |
|
|
2023
Q3 | $510K | Buy |
1,735
+6
| +0.3% | +$1.76K | ﹤0.01% | 2062 |
|
|
2023
Q2 | $363K | Hold |
1,729
| – | – | ﹤0.01% | 2383 |
|
|
2023
Q1 | $401K | Sell |
1,729
-347
| -17% | -$80.5K | ﹤0.01% | 2248 |
|
|
2022
Q4 | $516K | Buy |
2,076
+119
| +6% | +$29.6K | ﹤0.01% | 1985 |
|
|
2022
Q3 | $435K | Sell |
1,957
-47
| -2% | -$10.4K | ﹤0.01% | 2049 |
|
|
2022
Q2 | $385K | Hold |
2,004
| – | – | ﹤0.01% | 2159 |
|
|
2022
Q1 | $353K | Buy |
2,004
+78
| +4% | +$13.7K | ﹤0.01% | 2406 |
|
|
2021
Q4 | $371K | Buy |
1,926
+221
| +13% | +$42.6K | ﹤0.01% | 2343 |
|
|
2021
Q3 | $304K | Buy |
+1,705
| New | +$304K | ﹤0.01% | 2453 |
|
|
2021
Q1 | – | Sell |
-870
| Closed | -$214K | – | 2901 |
|
|
2020
Q4 | $214K | Buy |
+870
| New | +$214K | ﹤0.01% | 2424 |
|
|
2019
Q3 | – | Sell |
-5,473
| Closed | -$1.39M | – | 2358 |
|
|
2019
Q2 | $1.39M | Sell |
5,473
-83
| -1% | -$21.1K | 0.01% | 874 |
|
|
2019
Q1 | $992K | Buy |
5,556
+7
| +0.1% | +$1.25K | 0.01% | 1043 |
|
|
2018
Q4 | $740K | Buy |
5,549
+7
| +0.1% | +$934 | 0.01% | 1104 |
|
|
2018
Q3 | $707K | Sell |
5,542
-492
| -8% | -$62.8K | 0.01% | 1238 |
|
|
2018
Q2 | $708K | Buy |
6,034
+34
| +0.6% | +$3.99K | 0.01% | 1201 |
|
|
2018
Q1 | $706K | Buy |
6,000
+508
| +9% | +$59.8K | 0.01% | 1132 |
|
|
2017
Q4 | $669K | Buy |
5,492
+6
| +0.1% | +$731 | 0.01% | 1139 |
|
|
2017
Q3 | $661K | Buy |
5,486
+516
| +10% | +$62.2K | 0.01% | 1062 |
|
|
2017
Q2 | $622K | Buy |
4,970
+218
| +5% | +$27.3K | 0.01% | 1062 |
|
|
2017
Q1 | $583K | Buy |
4,752
+617
| +15% | +$75.7K | 0.01% | 993 |
|
|
2016
Q4 | $465K | Hold |
4,135
| – | – | 0.01% | 1050 |
|
|
2016
Q3 | $422K | Hold |
4,135
| – | – | 0.01% | 1124 |
|
|
2016
Q2 | $411K | Hold |
4,135
| – | – | 0.01% | 1029 |
|
|
2016
Q1 | $385K | Hold |
4,135
| – | – | 0.01% | 1044 |
|
|
2015
Q4 | $395K | Hold |
4,135
| – | – | 0.01% | 982 |
|
|
2015
Q3 | $343K | Hold |
4,135
| – | – | 0.01% | 958 |
|
|
2015
Q2 | $339K | Hold |
4,135
| – | – | 0.01% | 1004 |
|
|
2015
Q1 | $361K | Sell |
4,135
-2,801
| -40% | -$245K | 0.01% | 959 |
|
|
2014
Q4 | $630K | Buy |
6,936
+127
| +2% | +$11.5K | 0.02% | 659 |
|
|
2014
Q3 | $516K | Buy |
6,809
+2,674
| +65% | +$203K | 0.02% | 813 |
|
|
2014
Q2 | $311K | Sell |
4,135
-786
| -16% | -$59.1K | 0.01% | 996 |
|
|
2014
Q1 | $343K | Buy |
4,921
+653
| +15% | +$45.5K | 0.01% | 893 |
|
|
2013
Q4 | $312K | Hold |
4,268
| – | – | 0.01% | 864 |
|
|
2013
Q3 | $309K | Buy |
4,268
+1
| +0% | +$72 | 0.01% | 825 |
|
|
2013
Q2 | $340K | Buy |
+4,267
| New | +$340K | 0.02% | 705 |
|