Charles Schwab’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 | $58.4M | Sell |
168,453
-899
| -0.5% | -$312K | 0.01% | 1005 |
|
|
2025
Q1 | $71M | Buy |
169,352
+12,125
| +8% | +$5.08M | 0.01% | 837 |
|
|
2024
Q4 | $64.8M | Buy |
157,227
+14,646
| +10% | +$6.04M | 0.01% | 942 |
|
|
2024
Q3 | $77M | Sell |
142,581
-4,721
| -3% | -$2.55M | 0.01% | 817 |
|
|
2024
Q2 | $53.4M | Buy |
147,302
+10,686
| +8% | +$3.87M | 0.01% | 1025 |
|
|
2024
Q1 | $54.9M | Buy |
136,616
+608
| +0.4% | +$244K | 0.01% | 976 |
|
|
2023
Q4 | $45.6M | Buy |
136,008
+3,013
| +2% | +$1.01M | 0.01% | 1044 |
|
|
2023
Q3 | $39.1M | Buy |
132,995
+638
| +0.5% | +$187K | 0.01% | 1064 |
|
|
2023
Q2 | $27.8M | Sell |
132,357
-4,855
| -4% | -$1.02M | 0.01% | 1260 |
|
|
2023
Q1 | $31.8M | Buy |
137,212
+140
| +0.1% | +$32.4K | 0.01% | 1142 |
|
|
2022
Q4 | $34.1M | Buy |
137,072
+5,273
| +4% | +$1.31M | 0.01% | 1064 |
|
|
2022
Q3 | $29.3M | Buy |
131,799
+2,809
| +2% | +$624K | 0.01% | 1119 |
|
|
2022
Q2 | $24.8M | Buy |
128,990
+1,978
| +2% | +$380K | 0.01% | 1234 |
|
|
2022
Q1 | $22.4M | Buy |
127,012
+3,192
| +3% | +$562K | 0.01% | 1452 |
|
|
2021
Q4 | $23.9M | Buy |
123,820
+2,427
| +2% | +$468K | 0.01% | 1440 |
|
|
2021
Q3 | $21.7M | Buy |
121,393
+4,294
| +4% | +$766K | 0.01% | 1522 |
|
|
2021
Q2 | $22.6M | Buy |
117,099
+2,282
| +2% | +$441K | 0.01% | 1489 |
|
|
2021
Q1 | $25.4M | Buy |
114,817
+1,167
| +1% | +$258K | 0.01% | 1335 |
|
|
2020
Q4 | $27.9M | Buy |
113,650
+2,315
| +2% | +$569K | 0.01% | 1161 |
|
|
2020
Q3 | $23.4M | Buy |
111,335
+23,680
| +27% | +$4.98M | 0.01% | 1095 |
|
|
2020
Q2 | $16.8M | Buy |
87,655
+1,042
| +1% | +$200K | 0.01% | 1301 |
|
|
2020
Q1 | $12.8M | Buy |
86,613
+2,442
| +3% | +$362K | 0.01% | 1297 |
|
|
2019
Q4 | $14M | Buy |
84,171
+1,340
| +2% | +$222K | 0.01% | 1458 |
|
|
2019
Q3 | $15.4M | Sell |
82,831
-4,484
| -5% | -$832K | 0.01% | 1321 |
|
|
2019
Q2 | $22.2M | Buy |
87,315
+2,742
| +3% | +$697K | 0.01% | 1063 |
|
|
2019
Q1 | $15.1M | Sell |
84,573
-132,714
| -61% | -$23.7M | 0.01% | 1296 |
|
|
2018
Q4 | $29M | Buy |
217,287
+560
| +0.3% | +$74.7K | 0.02% | 745 |
|
|
2018
Q3 | $27.6M | Buy |
216,727
+8,352
| +4% | +$1.07M | 0.02% | 925 |
|
|
2018
Q2 | $24.4M | Buy |
208,375
+10,441
| +5% | +$1.22M | 0.02% | 936 |
|
|
2018
Q1 | $23.3M | Buy |
197,934
+57,944
| +41% | +$6.82M | 0.02% | 903 |
|
|
2017
Q4 | $17.1M | Buy |
139,990
+6,755
| +5% | +$823K | 0.01% | 1102 |
|
|
2017
Q3 | $16.1M | Buy |
133,235
+8,915
| +7% | +$1.07M | 0.01% | 1089 |
|
|
2017
Q2 | $15.5M | Buy |
124,320
+22,950
| +23% | +$2.87M | 0.01% | 1047 |
|
|
2017
Q1 | $12.4M | Buy |
101,370
+8,943
| +10% | +$1.1M | 0.01% | 1155 |
|
|
2016
Q4 | $10.4M | Buy |
92,427
+25,179
| +37% | +$2.83M | 0.01% | 1220 |
|
|
2016
Q3 | $6.87M | Sell |
67,248
-3,147
| -4% | -$321K | 0.01% | 1427 |
|
|
2016
Q2 | $6.99M | Buy |
70,395
+13,612
| +24% | +$1.35M | 0.01% | 1322 |
|
|
2016
Q1 | $5.28M | Buy |
56,783
+2,281
| +4% | +$212K | 0.01% | 1483 |
|
|
2015
Q4 | $5.21M | Buy |
54,502
+3,120
| +6% | +$298K | 0.01% | 1490 |
|
|
2015
Q3 | $4.26M | Buy |
51,382
+4,147
| +9% | +$344K | 0.01% | 1578 |
|
|
2015
Q2 | $3.88M | Buy |
47,235
+3,578
| +8% | +$294K | 0.01% | 1713 |
|
|
2015
Q1 | $3.81M | Buy |
43,657
+4,066
| +10% | +$355K | 0.01% | 1696 |
|
|
2014
Q4 | $3.59M | Buy |
39,591
+2,833
| +8% | +$257K | 0.01% | 1680 |
|
|
2014
Q3 | $2.79M | Buy |
36,758
+1,405
| +4% | +$107K | ﹤0.01% | 1768 |
|
|
2014
Q2 | $2.66M | Buy |
35,353
+1,519
| +4% | +$114K | ﹤0.01% | 1823 |
|
|
2014
Q1 | $2.36M | Sell |
33,834
-7,969
| -19% | -$556K | ﹤0.01% | 1857 |
|
|
2013
Q4 | $3.06M | Buy |
41,803
+4,629
| +12% | +$339K | 0.01% | 1642 |
|
|
2013
Q3 | $2.7M | Buy |
37,174
+3,242
| +10% | +$235K | 0.01% | 1659 |
|
|
2013
Q2 | $2.76M | Buy |
+33,932
| New | +$2.76M | 0.01% | 1539 |
|