OneDigital Investment Advisors’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 | $991K | Sell |
17,660
-129
| -0.7% | -$7.24K | 0.01% | 639 |
|
|
2025
Q1 | $926K | Sell |
17,789
-1,441
| -7% | -$75K | 0.01% | 629 |
|
|
2024
Q4 | $1.06M | Buy |
19,230
+3,589
| +23% | +$198K | 0.01% | 618 |
|
|
2024
Q3 | $1.06M | Sell |
15,641
-369
| -2% | -$25.1K | 0.01% | 633 |
|
|
2024
Q2 | $961K | Buy |
16,010
+5,707
| +55% | +$343K | 0.01% | 636 |
|
|
2024
Q1 | $694K | Buy |
10,303
+916
| +10% | +$61.7K | 0.01% | 622 |
|
|
2023
Q4 | $540K | Sell |
9,387
-648
| -6% | -$37.3K | 0.01% | 686 |
|
|
2023
Q3 | $500K | Buy |
10,035
+114
| +1% | +$5.68K | 0.01% | 647 |
|
|
2023
Q2 | $577K | Buy |
9,921
+5,138
| +107% | +$299K | 0.01% | 585 |
|
|
2023
Q1 | $264K | Buy |
+4,783
| New | +$264K | 0.01% | 823 |
|
|
2022
Q3 | – | Sell |
-5,168
| Closed | -$355K | – | 760 |
|
|
2022
Q2 | $355K | Buy |
5,168
+1,247
| +32% | +$85.7K | 0.02% | 517 |
|
|
2022
Q1 | $353K | Buy |
+3,921
| New | +$353K | 0.01% | 545 |
|
|
2019
Q2 | – | Sell |
-1,255
| Closed | -$73K | – | 1182 |
|
|
2019
Q1 | $73K | Buy |
1,255
+10
| +0.8% | +$582 | 0.01% | 422 |
|
|
2018
Q4 | $57K | Sell |
1,245
-170
| -12% | -$7.78K | 0.01% | 432 |
|
|
2018
Q3 | $62K | Hold |
1,415
| – | – | 0.01% | 365 |
|
|
2018
Q2 | $50K | Hold |
1,415
| – | – | 0.01% | 497 |
|
|
2018
Q1 | $56K | Buy |
1,415
+575
| +68% | +$22.8K | 0.01% | 487 |
|
|
2017
Q4 | $32K | Hold |
840
| – | – | ﹤0.01% | 631 |
|
|
2017
Q3 | $35K | Hold |
840
| – | – | 0.01% | 467 |
|
|
2017
Q2 | $35K | Buy |
+840
| New | +$35K | 0.01% | 566 |
|