Econ Financial Services’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 | $494K | Buy |
1,425
+125
| +10% | +$43.3K | 0.25% | 74 |
|
|
2025
Q1 | $545K | Hold |
1,300
| – | – | 0.29% | 70 |
|
|
2024
Q4 | $536K | Hold |
1,300
| – | – | 0.31% | 69 |
|
|
2024
Q3 | $702K | Sell |
1,300
-1,257
| -49% | -$679K | 0.39% | 53 |
|
|
2024
Q2 | $927K | Sell |
2,557
-190
| -7% | -$68.9K | 0.57% | 65 |
|
|
2024
Q1 | $1.1M | Sell |
2,747
-24
| -0.9% | -$9.64K | 0.68% | 53 |
|
|
2023
Q4 | $928K | Sell |
2,771
-163
| -6% | -$54.6K | 0.65% | 42 |
|
|
2023
Q3 | $862K | Sell |
2,934
-552
| -16% | -$162K | 0.63% | 39 |
|
|
2023
Q2 | $732K | Sell |
3,486
-8
| -0.2% | -$1.68K | 0.52% | 63 |
|
|
2023
Q1 | $809K | Buy |
3,494
+3
| +0.1% | +$695 | 0.61% | 66 |
|
|
2022
Q4 | $868K | Sell |
3,491
-583
| -14% | -$145K | 0.88% | 36 |
|
|
2022
Q3 | $906K | Sell |
4,074
-273
| -6% | -$60.7K | 0.75% | 49 |
|
|
2022
Q2 | $835K | Sell |
4,347
-53
| -1% | -$10.2K | 0.67% | 43 |
|
|
2022
Q1 | $775K | Hold |
4,400
| – | – | 0.57% | 42 |
|
|
2021
Q4 | $848K | Buy |
+4,400
| New | +$848K | 0.63% | 49 |
|
|
2019
Q2 | $2.5M | Sell |
9,832
-14,405
| -59% | -$3.66M | 3.46% | 9 |
|
|
2019
Q1 | $4.33M | Hold |
24,237
| – | – | 6.47% | 2 |
|
|
2018
Q4 | $3.23M | Buy |
+24,237
| New | +$3.23M | 4.92% | 1 |
|