Capstone Investment 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 | $443K | Buy |
+1,276
| New | +$443K | ﹤0.01% | 588 |
|
|
2025
Q1 | – | Sell |
-623
| Closed | -$257K | – | 635 |
|
|
2024
Q4 | $257K | Buy |
623
+135
| +28% | +$55.7K | ﹤0.01% | 630 |
|
|
2024
Q3 | $263K | Buy |
+488
| New | +$263K | ﹤0.01% | 595 |
|
|
2024
Q1 | – | Sell |
-600
| Closed | -$201K | – | 1378 |
|
|
2023
Q4 | $201K | Buy |
+600
| New | +$201K | ﹤0.01% | 859 |
|