CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $743K | Sell |
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|
2024
Q2 | $533K | Buy |
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|
2024
Q1 | $589K | Sell |
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|
2023
Q4 | $587K | Buy |
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|
2023
Q3 | $512K | Buy |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $390K | Buy |
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|
2022
Q4 | $416K | Buy |
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|
2022
Q3 | $368K | Buy |
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|
2022
Q2 | $65K | Sell |
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|
2022
Q1 | $61K | Buy |
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|
2021
Q4 | $57K | Sell |
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|
2021
Q3 | $55K | Buy |
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|
2021
Q2 | $60K | Buy |
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|
2021
Q1 | $67K | Buy |
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