IFP Advisors’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 | $347 | Sell |
1
-16
| -94% | -$5.55K | ﹤0.01% | 4527 |
|
|
2025
Q1 | $7.12K | Buy |
17
+3
| +21% | +$1.26K | ﹤0.01% | 2692 |
|
|
2024
Q4 | $5.77K | Buy |
14
+3
| +27% | +$1.24K | ﹤0.01% | 2737 |
|
|
2024
Q3 | $5.94K | Sell |
11
-79
| -88% | -$42.7K | ﹤0.01% | 2610 |
|
|
2024
Q2 | $32.6K | Buy |
90
+82
| +1,025% | +$29.7K | ﹤0.01% | 1852 |
|
|
2024
Q1 | $3.21K | Buy |
8
+6
| +300% | +$2.41K | ﹤0.01% | 2577 |
|
|
2023
Q4 | $670 | Buy |
+2
| New | +$670 | ﹤0.01% | 2851 |
|
|
2023
Q1 | – | Sell |
-26
| Closed | -$6K | – | 3694 |
|
|
2022
Q4 | $6K | Sell |
26
-105
| -80% | -$24.2K | ﹤0.01% | 3683 |
|
|
2022
Q3 | $20K | Buy |
131
+7
| +6% | +$1.07K | ﹤0.01% | 3073 |
|
|
2022
Q2 | $16K | Hold |
124
| – | – | ﹤0.01% | 3023 |
|
|
2022
Q1 | $16K | Buy |
+124
| New | +$16K | ﹤0.01% | 3023 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3696 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3434 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3347 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3246 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3113 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | – | – | 2994 |
|
|
2020
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2988 |
|
|
2019
Q1 | – | Sell |
-170
| Closed | -$22K | – | 2641 |
|
|
2018
Q4 | $22K | Sell |
170
-2
| -1% | -$259 | ﹤0.01% | 2046 |
|
|
2018
Q3 | $22K | Buy |
+172
| New | +$22K | ﹤0.01% | 2381 |
|