Forum Financial Management’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 | $220K | Buy |
+635
| New | +$220K | ﹤0.01% | 851 |
|
|
2025
Q1 | – | Sell |
-646
| Closed | -$266K | – | 882 |
|
|
2024
Q4 | $266K | Hold |
646
| – | – | ﹤0.01% | 687 |
|
|
2024
Q3 | $349K | Buy |
646
+1
| +0.2% | +$540 | 0.01% | 454 |
|
|
2024
Q2 | $234K | Buy |
645
+1
| +0.2% | +$362 | ﹤0.01% | 591 |
|
|
2024
Q1 | $259K | Hold |
644
| – | – | ﹤0.01% | 570 |
|
|
2023
Q4 | $216K | Buy |
+644
| New | +$216K | ﹤0.01% | 609 |
|