LGT Financial 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
Q1 | – | Sell |
-28
| Closed | -$11.5K | – | 438 |
|
|
2024
Q4 | $11.5K | Hold |
28
| – | – | 0.03% | 411 |
|
|
2024
Q3 | $15.1K | Hold |
28
| – | – | 0.04% | 340 |
|
|
2024
Q2 | $10.1K | Hold |
28
| – | – | 0.02% | 471 |
|
|
2024
Q1 | $11.2K | Hold |
28
| – | – | 0.01% | 473 |
|
|
2023
Q4 | $9.38K | Sell |
28
-2
| -7% | -$670 | 0.01% | 501 |
|
|
2023
Q3 | $8.81K | Buy |
+30
| New | +$8.81K | 0.01% | 504 |
|