InceptionR’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 | $1.03M | Sell |
2,978
-348
| -10% | -$121K | 0.24% | 144 |
|
|
2025
Q1 | $1.39M | Buy |
3,326
+1,588
| +91% | +$665K | 0.42% | 45 |
|
|
2024
Q4 | $716K | Buy |
1,738
+224
| +15% | +$92.3K | 0.16% | 244 |
|
|
2024
Q3 | $817K | Buy |
1,514
+399
| +36% | +$215K | 0.2% | 189 |
|
|
2024
Q2 | $404K | Buy |
+1,115
| New | +$404K | 0.11% | 342 |
|
|
2023
Q4 | – | Sell |
-1,918
| Closed | -$563K | – | 407 |
|
|
2023
Q3 | $563K | Buy |
1,918
+85
| +5% | +$25K | 0.32% | 119 |
|
|
2023
Q2 | $385K | Buy |
1,833
+111
| +6% | +$23.3K | 0.21% | 210 |
|
|
2023
Q1 | $399K | Buy |
+1,722
| New | +$399K | 0.13% | 299 |
|