Crossmark Global Holdings’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	–	Sell	-701	Closed	-$201K	–	1253
2025 Q4	$201K	Sell	701 -267	-28%	-$79.7K	﹤0.01%	1188
2025 Q3	$308K	Sell	968 -7	-0.7%	-$2.42K	﹤0.01%	1091
2025 Q2	$338K	Buy	975 +117	+14%	+$43.4K	0.01%	1048
2025 Q1	$360K	Buy	858 +26	+3%	+$10.6K	0.01%	1006
2024 Q4	$343K	Sell	832 -81	-9%	-$36.3K	0.01%	993
2024 Q3	$493K	Sell	913 -510	-36%	-$232K	0.01%	873
2024 Q2	$516K	Sell	1,423 -233	-14%	-$88.5K	0.01%	816
2024 Q1	$665K	Sell	1,656 -56	-3%	-$20.6K	0.01%	747
2023 Q4	$573K	Sell	1,712 -218	-11%	-$65.5K	0.01%	786
2023 Q3	$587K	Buy	+1,930	New	+$499K	0.01%	748
2018 Q1	–	Sell	-1,942	Closed	-$237K	–	1597
2017 Q4	$237K	Sell	1,942 -24	-1%	-$2.91K	0.01%	1509
2017 Q3	$237K	Buy	+1,966	New	+$240K	0.01%	1470
2016 Q3	$237K	Buy	+1,966	New	+$195K	0.01%	1470