Kestra Advisory Services’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	$1.19M	Sell	4,735 -292	-6%	-$78.4K	﹤0.01%	1611
2025 Q4	$1.44M	Buy	5,027 +7	+0.1%	+$2.09K	0.01%	1418
2025 Q3	$1.6M	Buy	5,020 +9	+0.2%	+$3.11K	0.01%	1285
2025 Q2	$1.74M	Buy	5,011 +7	+0.1%	+$2.6K	0.01%	1153
2025 Q1	$2.1M	Sell	5,004 -933	-16%	-$381K	0.01%	961
2024 Q4	$2.45M	Buy	5,937 +501	+9%	+$224K	0.01%	899
2024 Q3	$2.93M	Buy	5,436 +7	+0.1%	+$3.19K	0.02%	783
2024 Q2	$1.97M	Buy	5,429 +8	+0.1%	+$3.04K	0.01%	963
2024 Q1	$2.18M	Sell	5,421 -142	-3%	-$52.2K	0.01%	836
2023 Q4	$1.86M	Buy	5,563 +9	+0.2%	+$2.7K	0.02%	826
2023 Q3	$1.63M	Buy	5,554 +773	+16%	+$200K	0.02%	770
2023 Q2	$1M	Buy	4,781 +7	+0.1%	+$1.56K	0.01%	974
2023 Q1	$1.11M	Sell	4,774 -608	-11%	-$145K	0.01%	892
2022 Q4	$1.34M	Buy	5,382 +19	+0.4%	+$4.89K	0.01%	919
2022 Q3	$1.19M	Buy	5,363 +4	+0.1%	+$842	0.01%	888
2022 Q2	$1.03M	Buy	5,359 +32	+0.6%	+$5.57K	0.01%	965
2022 Q1	$938K	Buy	5,327 +16	+0.3%	+$2.87K	0.01%	998
2021 Q4	$1.02M	Buy	5,311 +8	+0.2%	+$1.61K	0.01%	972
2021 Q3	$946K	Buy	5,303 +8	+0.2%	+$1.45K	0.01%	1050
2021 Q2	$1.02M	Buy	5,295 +7	+0.1%	+$1.44K	0.01%	930
2021 Q1	$1.17M	Sell	5,288 -780	-13%	-$189K	0.01%	804
2020 Q4	$1.49M	Buy	6,068 +6,049	+31,837%	+$1.41M	0.02%	699
2020 Q3	$302K	Buy	+19	New	+$3.99K	0.01%	1110