IFP 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 | $6.79K | Buy |
27
+13
| +93% | +$3.49K | ﹤0.01% | 3363 |
|
|
2025
Q4 | $4.01K | Buy |
14
+3
| +27% | +$895 | ﹤0.01% | 3520 |
|
|
2025
Q3 | $3.5K | Buy |
11
+10
| +1,000% | +$3.45K | ﹤0.01% | 3448 |
|
|
2025
Q2 | $347 | Sell |
1
-16
| -94% | -$5.93K | ﹤0.01% | 4527 |
|
|
2025
Q1 | $7.12K | Buy |
17
+3
| +21% | +$1.22K | ﹤0.01% | 2692 |
|
|
2024
Q4 | $5.77K | Buy |
14
+3
| +27% | +$1.34K | ﹤0.01% | 2737 |
|
|
2024
Q3 | $5.94K | Sell |
11
-79
| -88% | -$36K | ﹤0.01% | 2610 |
|
|
2024
Q2 | $32.6K | Buy |
90
+82
| +1,025% | +$31.2K | ﹤0.01% | 1852 |
|
|
2024
Q1 | $3.21K | Buy |
8
+6
| +300% | +$2.21K | ﹤0.01% | 2577 |
|
|
2023
Q4 | $670 | Buy |
+2
| New | +$601 | ﹤0.01% | 2851 |
|
|
2023
Q1 | – | Sell |
-26
| Closed | -$6K | – | 3694 |
|
|
2022
Q4 | $6K | Sell |
26
-105
| -80% | -$27K | ﹤0.01% | 3683 |
|
|
2022
Q3 | $20K | Buy |
131
+7
| +6% | +$1.47K | ﹤0.01% | 3072 |
|
|
2022
Q2 | $16K | Hold |
124
| – | – | ﹤0.01% | 3022 |
|
|
2022
Q1 | $16K | Buy |
+124
| New | +$22.3K | ﹤0.01% | 3022 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3764 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3479 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3402 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3286 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3154 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | -$528 | – | 3033 |
|
|
2020
Q1 | $0 | Buy |
+3
| New | +$483 | ﹤0.01% | 3044 |
|
|
2019
Q1 | – | Sell |
-170
| Closed | -$22K | – | 2656 |
|
|
2018
Q4 | $22K | Sell |
170
-2
| -1% | -$259 | ﹤0.01% | 2070 |
|
|
2018
Q3 | $22K | Buy |
+172
| New | +$21.4K | ﹤0.01% | 2406 |
|
Other funds holding ERIE
VCM
VPM
