HBK Sorce Advisory’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 | $3.47M | Sell |
16,071
-76
| -0.5% | -$20.4K | 0.07% | 106 |
|
|
2025
Q4 | $4.65M | Sell |
16,147
-61
| -0.4% | -$18.2K | 0.11% | 81 |
|
|
2025
Q3 | $5.16M | Sell |
16,208
-158
| -1% | -$54.6K | 0.13% | 71 |
|
|
2025
Q2 | $5.68M | Sell |
16,366
-145
| -0.9% | -$53.8K | 0.15% | 62 |
|
|
2025
Q1 | $6.92M | Sell |
16,511
-3
| -0% | -$1.22K | 0.2% | 46 |
|
|
2024
Q4 | $6.81M | Buy |
16,514
+304
| +2% | +$136K | 0.21% | 50 |
|
|
2024
Q3 | $8.75M | Sell |
16,210
-671
| -4% | -$305K | 0.27% | 40 |
|
|
2024
Q2 | $6.12M | Sell |
16,881
-50
| -0.3% | -$19K | 0.21% | 51 |
|
|
2024
Q1 | $6.8M | Buy |
16,931
+3,999
| +31% | +$1.47M | 0.24% | 49 |
|
|
2023
Q4 | $4.33M | Sell |
12,932
-177
| -1% | -$53.2K | 0.17% | 64 |
|
|
2023
Q3 | $3.85M | Sell |
13,109
-73
| -0.6% | -$18.9K | 0.17% | 71 |
|
|
2023
Q2 | $2.77M | Buy |
13,182
+22
| +0.2% | +$4.91K | 0.12% | 105 |
|
|
2023
Q1 | $3.05M | Sell |
13,160
-413,284
| -97% | -$98.8M | 0.14% | 95 |
|
|
2022
Q4 | $6.58M | Buy |
426,444
+111,431
| +35% | +$28.7M | 0.18% | 84 |
|
|
2022
Q3 | $2.94M | Buy |
315,013
+301,668
| +2,261% | +$63.5M | 0.2% | 76 |
|
|
2022
Q2 | $2.56M | Buy |
13,345
+5
| +0% | +$870 | 0.19% | 81 |
|
|
2022
Q1 | $2.35M | Buy |
13,340
+3
| +0% | +$539 | 0.13% | 116 |
|
|
2021
Q4 | $2.57M | Sell |
13,337
-111
| -0.8% | -$22.3K | 0.13% | 116 |
|
|
2021
Q3 | $2.4M | Buy |
13,448
+905
| +7% | +$164K | 0.13% | 117 |
|
|
2021
Q2 | $2.42M | Buy |
12,543
+3
| +0% | +$619 | 0.13% | 115 |
|
|
2021
Q1 | $2.77M | Buy |
12,540
+157
| +1% | +$38.1K | 0.17% | 96 |
|
|
2020
Q4 | $3.04M | Sell |
12,383
-149
| -1% | -$34.8K | 0.19% | 77 |
|
|
2020
Q3 | $2.63M | Buy |
12,532
+2
| +0% | +$420 | 0.19% | 79 |
|
|
2020
Q2 | $2.4M | Buy |
12,530
+1,277
| +11% | +$225K | 0.18% | 85 |
|
|
2020
Q1 | $1.67M | Sell |
11,253
-964
| -8% | -$155K | 0.16% | 98 |
|
|
2019
Q4 | $2.03M | Sell |
12,217
-45
| -0.4% | -$7.95K | 0.18% | 101 |
|
|
2019
Q3 | $2.28M | Sell |
12,262
-3,134
| -20% | -$712K | 0.22% | 88 |
|
|
2019
Q2 | $3.92M | Sell |
15,396
-1,820
| -11% | -$376K | 0.38% | 52 |
|
|
2019
Q1 | $3.07M | Sell |
17,216
-752
| -4% | -$121K | 0.31% | 70 |
|
|
2018
Q4 | $2.4M | Buy |
17,968
+6,623
| +58% | +$859K | 0.27% | 79 |
|
|
2018
Q3 | $1.45M | Sell |
11,345
-153
| -1% | -$19K | 0.16% | 98 |
|
|
2018
Q2 | $1.35M | Buy |
11,498
+1
| +0% | +$116 | 0.16% | 100 |
|
|
2018
Q1 | $1.35M | Sell |
11,497
-294
| -2% | -$34.2K | 0.17% | 96 |
|
|
2017
Q4 | $1.44M | Buy |
11,791
+4
| +0% | +$485 | 0.17% | 97 |
|
|
2017
Q3 | $1.42M | Buy |
11,787
+257
| +2% | +$31.4K | 0.21% | 73 |
|
|
2017
Q2 | $1.44M | Buy |
+11,530
| New | +$1.39M | 0.23% | 66 |
|
|
2017
Q1 | – | Sell |
-11,263
| Closed | -$1.31M | – | 345 |
|
|
2016
Q4 | $1.27M | Buy |
11,263
+96
| +0.9% | +$10.2K | 0.23% | 73 |
|
|
2016
Q3 | $1.14M | Buy |
11,167
+5
| +0% | +$496 | 0.23% | 72 |
|
|
2016
Q2 | $1.11M | Buy |
11,162
+308
| +3% | +$29.4K | 0.24% | 67 |
|
|
2016
Q1 | $1.01M | Sell |
10,854
-11
| -0.1% | -$1.03K | 0.24% | 65 |
|
|
2015
Q4 | $1.04M | Hold |
10,865
| – | – | 0.27% | 58 |
|
|
2015
Q3 | $901K | Buy |
10,865
+16
| +0.1% | +$1.33K | 0.29% | 47 |
|
|
2015
Q2 | $890K | Buy |
+10,849
| New | +$898K | 0.3% | 52 |
|
|
2015
Q1 | – | Sell |
-14,926
| Closed | -$1.32M | – | 201 |
|
|
2014
Q4 | $1.35M | Buy |
14,926
+444
| +3% | +$37.8K | 0.47% | 37 |
|
|
2014
Q3 | $1.1M | Hold |
14,482
| – | – | 0.4% | 42 |
|
|
2014
Q2 | $1.09M | Buy |
14,482
+670
| +5% | +$49.5K | 0.38% | 46 |
|
|
2014
Q1 | $964K | Sell |
13,812
-92
| -0.7% | -$6.47K | 0.35% | 47 |
|
|
2013
Q4 | $1.02M | Buy |
13,904
+68
| +0.5% | +$4.85K | 0.37% | 45 |
|
|
2013
Q3 | $1M | Sell |
13,836
-11,556
| -46% | -$891K | 0.41% | 37 |
|
|
2013
Q2 | $2.02M | Buy |
+25,392
| New | +$1.97M | 0.44% | 33 |
|
Other funds holding ERIE
VCM
VPM
