Kestra Investment Management’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	$332K	Buy	843 +294	+54%	+$116K	0.01%	425
2025 Q1	$230K	Sell	549 -717	-57%	-$300K	0.01%	361
2024 Q4	$522K	Sell	1,266 -1,195	-49%	-$493K	0.02%	219
2024 Q3	$1.33M	Buy	+2,461	New	+$1.33M	0.06%	100