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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $503K | Buy |
2,002
+472
| +31% | +$127K | ﹤0.01% | 2032 |
|
|
2025
Q4 | $439K | Sell |
1,530
-1,346
| -47% | -$402K | ﹤0.01% | 1983 |
|
|
2025
Q3 | $915K | Sell |
2,876
-8
| -0.3% | -$2.76K | ﹤0.01% | 1478 |
|
|
2025
Q2 | $1M | Sell |
2,884
-13
| -0.4% | -$4.82K | ﹤0.01% | 1356 |
|
|
2025
Q1 | $1.21M | Sell |
2,897
-28
| -1% | -$11.4K | ﹤0.01% | 1162 |
|
|
2024
Q4 | $1.21M | Buy |
2,925
+1,548
| +112% | +$693K | ﹤0.01% | 1140 |
|
|
2024
Q3 | $743K | Sell |
1,377
-93
| -6% | -$42.3K | ﹤0.01% | 1361 |
|
|
2024
Q2 | $533K | Buy |
1,470
+3
| +0.2% | +$1.14K | ﹤0.01% | 1466 |
|
|
2024
Q1 | $589K | Sell |
1,467
-286
| -16% | -$105K | ﹤0.01% | 1402 |
|
|
2023
Q4 | $587K | Buy |
1,753
+11
| +0.6% | +$3.3K | ﹤0.01% | 1635 |
|
|
2023
Q3 | $512K | Buy |
1,742
+94
| +6% | +$24.3K | ﹤0.01% | 1632 |
|
|
2023
Q2 | $346K | Sell |
1,648
-36
| -2% | -$8.03K | ﹤0.01% | 1871 |
|
|
2023
Q1 | $390K | Buy |
1,684
+12
| +0.7% | +$2.87K | ﹤0.01% | 1548 |
|
|
2022
Q4 | $416K | Buy |
1,672
+15
| +0.9% | +$3.86K | ﹤0.01% | 1435 |
|
|
2022
Q3 | $368K | Buy |
1,657
+1,317
| +387% | +$277K | ﹤0.01% | 1409 |
|
|
2022
Q2 | $65K | Sell |
340
-9
| -3% | -$1.56K | ﹤0.01% | 2534 |
|
|
2022
Q1 | $61K | Buy |
349
+55
| +19% | +$9.88K | ﹤0.01% | 2645 |
|
|
2021
Q4 | $57K | Sell |
294
-17
| -5% | -$3.42K | ﹤0.01% | 2567 |
|
|
2021
Q3 | $55K | Buy |
311
+2
| +0.6% | +$362 | ﹤0.01% | 2513 |
|
|
2021
Q2 | $60K | Buy |
309
+5
| +2% | +$1.03K | ﹤0.01% | 2393 |
|
|
2021
Q1 | $67K | Buy |
+304
| New | +$73.8K | ﹤0.01% | 2232 |
|
Other funds holding ERIE
VCM
VPM
