Creative Planning’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 | $2.89M | Buy |
8,339
+65
| +0.8% | +$22.5K | ﹤0.01% | 1057 |
|
|
2025
Q1 | $3.47M | Sell |
8,274
-4
| -0% | -$1.68K | ﹤0.01% | 863 |
|
|
2024
Q4 | $3.41M | Hold |
8,278
| – | – | ﹤0.01% | 828 |
|
|
2024
Q3 | $4.47M | Sell |
8,278
-1,265
| -13% | -$683K | ﹤0.01% | 675 |
|
|
2024
Q2 | $3.46M | Sell |
9,543
-46
| -0.5% | -$16.7K | ﹤0.01% | 759 |
|
|
2024
Q1 | $3.85M | Buy |
9,589
+54
| +0.6% | +$21.7K | ﹤0.01% | 697 |
|
|
2023
Q4 | $3.19M | Buy |
9,535
+349
| +4% | +$117K | 0.01% | 715 |
|
|
2023
Q3 | $2.7M | Sell |
9,186
-181
| -2% | -$53.2K | ﹤0.01% | 729 |
|
|
2023
Q2 | $1.97M | Buy |
9,367
+116
| +1% | +$24.4K | ﹤0.01% | 823 |
|
|
2023
Q1 | $2.14M | Sell |
9,251
-118
| -1% | -$27.3K | ﹤0.01% | 751 |
|
|
2022
Q4 | $2.33M | Buy |
9,369
+461
| +5% | +$115K | ﹤0.01% | 698 |
|
|
2022
Q3 | $1.98M | Sell |
8,908
-203
| -2% | -$45.1K | ﹤0.01% | 702 |
|
|
2022
Q2 | $1.75M | Buy |
9,111
+4
| +0% | +$769 | ﹤0.01% | 762 |
|
|
2022
Q1 | $1.6M | Buy |
9,107
+481
| +6% | +$84.7K | ﹤0.01% | 794 |
|
|
2021
Q4 | $1.66M | Sell |
8,626
-159
| -2% | -$30.6K | ﹤0.01% | 749 |
|
|
2021
Q3 | $1.57M | Sell |
8,785
-7,250
| -45% | -$1.29M | ﹤0.01% | 760 |
|
|
2021
Q2 | $3.1M | Buy |
16,035
+10,076
| +169% | +$1.95M | 0.01% | 536 |
|
|
2021
Q1 | $1.32M | Hold |
5,959
| – | – | ﹤0.01% | 891 |
|
|
2020
Q4 | $1.46M | Hold |
5,959
| – | – | ﹤0.01% | 779 |
|
|
2020
Q3 | $1.25M | Hold |
5,959
| – | – | ﹤0.01% | 717 |
|
|
2020
Q2 | $1.14M | Hold |
5,959
| – | – | ﹤0.01% | 688 |
|
|
2020
Q1 | $883K | Sell |
5,959
-3
| -0.1% | -$445 | ﹤0.01% | 693 |
|
|
2019
Q4 | $990K | Hold |
5,962
| – | – | ﹤0.01% | 791 |
|
|
2019
Q3 | $1.11M | Sell |
5,962
-442
| -7% | -$82.1K | ﹤0.01% | 705 |
|
|
2019
Q2 | $1.63M | Buy |
6,404
+3
| +0% | +$763 | 0.01% | 559 |
|
|
2019
Q1 | $1.14M | Buy |
6,401
+510
| +9% | +$91.1K | ﹤0.01% | 672 |
|
|
2018
Q4 | $785K | Sell |
5,891
-93
| -2% | -$12.4K | ﹤0.01% | 764 |
|
|
2018
Q3 | $763K | Buy |
5,984
+100
| +2% | +$12.8K | ﹤0.01% | 866 |
|
|
2018
Q2 | $690K | Hold |
5,884
| – | – | ﹤0.01% | 914 |
|
|
2018
Q1 | $692K | Hold |
5,884
| – | – | ﹤0.01% | 915 |
|
|
2017
Q4 | $717K | Buy |
5,884
+1,500
| +34% | +$183K | ﹤0.01% | 876 |
|
|
2017
Q3 | $529K | Sell |
4,384
-200
| -4% | -$24.1K | ﹤0.01% | 1023 |
|
|
2017
Q2 | $573K | Hold |
4,584
| – | – | ﹤0.01% | 949 |
|
|
2017
Q1 | $562K | Hold |
4,584
| – | – | ﹤0.01% | 926 |
|
|
2016
Q4 | $515K | Sell |
4,584
-215
| -4% | -$24.2K | ﹤0.01% | 906 |
|
|
2016
Q3 | $490K | Sell |
4,799
-1,936
| -29% | -$198K | ﹤0.01% | 900 |
|
|
2016
Q2 | $669K | Buy |
6,735
+6,428
| +2,094% | +$639K | ﹤0.01% | 655 |
|
|
2016
Q1 | $29K | Buy |
+307
| New | +$29K | ﹤0.01% | 2468 |
|