Creative Planning’s Ball Corp BALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
28,387
-3,727
| -12% | -$209K | ﹤0.01% | 1486 |
|
|
2025
Q1 | $1.67M | Buy |
32,114
+1,455
| +5% | +$75.8K | ﹤0.01% | 1314 |
|
|
2024
Q4 | $1.69M | Buy |
30,659
+9,832
| +47% | +$542K | ﹤0.01% | 1242 |
|
|
2024
Q3 | $1.41M | Buy |
20,827
+1,679
| +9% | +$114K | ﹤0.01% | 1274 |
|
|
2024
Q2 | $1.15M | Buy |
19,148
+1,459
| +8% | +$87.6K | ﹤0.01% | 1301 |
|
|
2024
Q1 | $1.19M | Buy |
17,689
+2,835
| +19% | +$191K | ﹤0.01% | 1222 |
|
|
2023
Q4 | $854K | Sell |
14,854
-663
| -4% | -$38.1K | ﹤0.01% | 1320 |
|
|
2023
Q3 | $772K | Sell |
15,517
-3,282
| -17% | -$163K | ﹤0.01% | 1287 |
|
|
2023
Q2 | $1.09M | Buy |
18,799
+2,973
| +19% | +$173K | ﹤0.01% | 1087 |
|
|
2023
Q1 | $872K | Buy |
15,826
+1,001
| +7% | +$55.2K | ﹤0.01% | 1145 |
|
|
2022
Q4 | $758K | Buy |
14,825
+3,944
| +36% | +$202K | ﹤0.01% | 1172 |
|
|
2022
Q3 | $526K | Buy |
10,881
+2,299
| +27% | +$111K | ﹤0.01% | 1299 |
|
|
2022
Q2 | $590K | Buy |
8,582
+1,260
| +17% | +$86.6K | ﹤0.01% | 1221 |
|
|
2022
Q1 | $659K | Buy |
7,322
+224
| +3% | +$20.2K | ﹤0.01% | 1188 |
|
|
2021
Q4 | $683K | Buy |
7,098
+444
| +7% | +$42.7K | ﹤0.01% | 1134 |
|
|
2021
Q3 | $599K | Buy |
6,654
+1,974
| +42% | +$178K | ﹤0.01% | 1201 |
|
|
2021
Q2 | $379K | Sell |
4,680
-3,090
| -40% | -$250K | ﹤0.01% | 1425 |
|
|
2021
Q1 | $658K | Buy |
7,770
+1,541
| +25% | +$130K | ﹤0.01% | 1241 |
|
|
2020
Q4 | $580K | Buy |
6,229
+525
| +9% | +$48.9K | ﹤0.01% | 1213 |
|
|
2020
Q3 | $474K | Buy |
5,704
+1,592
| +39% | +$132K | ﹤0.01% | 1145 |
|
|
2020
Q2 | $286K | Sell |
4,112
-2,955
| -42% | -$206K | ﹤0.01% | 1321 |
|
|
2020
Q1 | $457K | Buy |
7,067
+1,956
| +38% | +$126K | ﹤0.01% | 981 |
|
|
2019
Q4 | $331K | Buy |
5,111
+128
| +3% | +$8.29K | ﹤0.01% | 1339 |
|
|
2019
Q3 | $363K | Sell |
4,983
-7
| -0.1% | -$510 | ﹤0.01% | 1237 |
|
|
2019
Q2 | $349K | Sell |
4,990
-1,025
| -17% | -$71.7K | ﹤0.01% | 1269 |
|
|
2019
Q1 | $348K | Buy |
6,015
+1,637
| +37% | +$94.7K | ﹤0.01% | 1237 |
|
|
2018
Q4 | $201K | Sell |
4,378
-1,816
| -29% | -$83.4K | ﹤0.01% | 1481 |
|
|
2018
Q3 | $272K | Buy |
6,194
+155
| +3% | +$6.81K | ﹤0.01% | 1453 |
|
|
2018
Q2 | $215K | Buy |
+6,039
| New | +$215K | ﹤0.01% | 1583 |
|
|
2018
Q1 | – | Sell |
-7,848
| Closed | -$297K | – | 1906 |
|
|
2017
Q4 | $297K | Buy |
7,848
+1,257
| +19% | +$47.6K | ﹤0.01% | 1357 |
|
|
2017
Q3 | $272K | Buy |
6,591
+1,129
| +21% | +$46.6K | ﹤0.01% | 1375 |
|
|
2017
Q2 | $231K | Buy |
5,462
+22
| +0.4% | +$930 | ﹤0.01% | 1424 |
|
|
2017
Q1 | $202K | Buy |
5,440
+172
| +3% | +$6.39K | ﹤0.01% | 1476 |
|
|
2016
Q4 | $198K | Sell |
5,268
-118
| -2% | -$4.44K | ﹤0.01% | 1407 |
|
|
2016
Q3 | $221K | Buy |
5,386
+1,080
| +25% | +$44.3K | ﹤0.01% | 1342 |
|
|
2016
Q2 | $156K | Sell |
4,306
-398
| -8% | -$14.4K | ﹤0.01% | 1385 |
|
|
2016
Q1 | $168K | Buy |
4,704
+434
| +10% | +$15.5K | ﹤0.01% | 1299 |
|
|
2015
Q4 | $155K | Buy |
4,270
+1,832
| +75% | +$66.5K | ﹤0.01% | 1353 |
|
|
2015
Q3 | $76K | Buy |
+2,438
| New | +$76K | ﹤0.01% | 1739 |
|
|
2015
Q2 | – | Sell |
-3,100
| Closed | -$109K | – | 1212 |
|
|
2015
Q1 | $109K | Sell |
3,100
-898
| -22% | -$31.6K | ﹤0.01% | 1522 |
|
|
2014
Q4 | $136K | Buy |
3,998
+838
| +27% | +$28.5K | ﹤0.01% | 1366 |
|
|
2014
Q3 | $100K | Buy |
3,160
+812
| +35% | +$25.7K | ﹤0.01% | 1466 |
|
|
2014
Q2 | $74K | Buy |
2,348
+234
| +11% | +$7.38K | ﹤0.01% | 1605 |
|
|
2014
Q1 | $58K | Hold |
2,114
| – | – | ﹤0.01% | 1700 |
|
|
2013
Q4 | $55K | Sell |
2,114
-76
| -3% | -$1.98K | ﹤0.01% | 1541 |
|
|
2013
Q3 | $49K | Buy |
2,190
+700
| +47% | +$15.7K | ﹤0.01% | 1512 |
|
|
2013
Q2 | $31K | Buy |
+1,490
| New | +$31K | ﹤0.01% | 1659 |
|