Kestra Advisory Services’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 | $1.74M | Buy |
5,011
+7
| +0.1% | +$2.43K | 0.01% | 1149 |
|
|
2025
Q1 | $2.1M | Sell |
5,004
-933
| -16% | -$391K | 0.01% | 961 |
|
|
2024
Q4 | $2.45M | Buy |
5,937
+501
| +9% | +$207K | 0.01% | 899 |
|
|
2024
Q3 | $2.93M | Buy |
5,436
+7
| +0.1% | +$3.78K | 0.02% | 782 |
|
|
2024
Q2 | $1.97M | Buy |
5,429
+8
| +0.1% | +$2.9K | 0.01% | 962 |
|
|
2024
Q1 | $2.18M | Sell |
5,421
-142
| -3% | -$57K | 0.01% | 836 |
|
|
2023
Q4 | $1.86M | Buy |
5,563
+9
| +0.2% | +$3.01K | 0.02% | 826 |
|
|
2023
Q3 | $1.63M | Buy |
5,554
+773
| +16% | +$227K | 0.02% | 770 |
|
|
2023
Q2 | $1M | Buy |
4,781
+7
| +0.1% | +$1.47K | 0.01% | 974 |
|
|
2023
Q1 | $1.11M | Sell |
4,774
-608
| -11% | -$141K | 0.01% | 892 |
|
|
2022
Q4 | $1.34M | Buy |
5,382
+19
| +0.4% | +$4.73K | 0.01% | 919 |
|
|
2022
Q3 | $1.19M | Buy |
5,363
+4
| +0.1% | +$889 | 0.01% | 888 |
|
|
2022
Q2 | $1.03M | Buy |
5,359
+32
| +0.6% | +$6.15K | 0.01% | 965 |
|
|
2022
Q1 | $938K | Buy |
5,327
+16
| +0.3% | +$2.82K | 0.01% | 998 |
|
|
2021
Q4 | $1.02M | Buy |
5,311
+8
| +0.2% | +$1.54K | 0.01% | 972 |
|
|
2021
Q3 | $946K | Buy |
5,303
+8
| +0.2% | +$1.43K | 0.01% | 1050 |
|
|
2021
Q2 | $1.02M | Buy |
5,295
+7
| +0.1% | +$1.35K | 0.01% | 930 |
|
|
2021
Q1 | $1.17M | Sell |
5,288
-780
| -13% | -$172K | 0.01% | 804 |
|
|
2020
Q4 | $1.49M | Buy |
6,068
+6,049
| +31,837% | +$1.48M | 0.02% | 699 |
|
|
2020
Q3 | $302K | Buy |
+19
| New | +$302K | 0.01% | 1110 |
|