Farther Finance 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	$18.3K	Sell	74 -12	-14%	-$3.22K	﹤0.01%	3723
2025 Q4	$24.7K	Buy	86 +14	+19%	+$4.18K	﹤0.01%	3299
2025 Q3	$22.9K	Buy	72 +23	+47%	+$7.94K	﹤0.01%	2952
2025 Q2	$17K	Buy	49 +16	+48%	+$5.93K	﹤0.01%	2779
2025 Q1	$13.6K	Sell	33 -5	-13%	-$2.04K	﹤0.01%	2586
2024 Q4	$15.7K	Buy	38 +2	+6%	+$895	﹤0.01%	2187
2024 Q3	$19.4K	Buy	36 +2	+6%	+$910	﹤0.01%	2096
2024 Q2	$12.4K	Sell	34 -3	-8%	-$1.14K	﹤0.01%	1994
2024 Q1	$14.9K	Sell	37 -2	-5%	-$736	﹤0.01%	1593
2023 Q4	$13.1K	Buy	39 +15	+63%	+$4.51K	﹤0.01%	1493
2023 Q3	$7.05K	Hold	24	–	–	﹤0.01%	1403
2023 Q2	$5.04K	Hold	24	–	–	﹤0.01%	1429
2023 Q1	$5.56K	Hold	24	–	–	﹤0.01%	1311
2022 Q4	$5.97K	Buy	+24	New	+$6.17K	﹤0.01%	1108