Gladstone Institutional Advisory’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 | $205K | Buy |
590
+50
| +9% | +$17.3K | 0.01% | 715 |
|
|
2025
Q1 | $226K | Sell |
540
-5
| -0.9% | -$2.1K | 0.01% | 657 |
|
|
2024
Q4 | $225K | Hold |
545
| – | – | 0.01% | 650 |
|
|
2024
Q3 | $294K | Buy |
+545
| New | +$294K | 0.01% | 577 |
|
|
2024
Q2 | – | Sell |
-515
| Closed | -$207K | – | 673 |
|
|
2024
Q1 | $207K | Buy |
+515
| New | +$207K | 0.01% | 603 |
|