United Capital Financial 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 | $11.5M | Sell |
205,722
-29,343
| -12% | -$1.65M | 0.09% | 172 |
|
|
2025
Q1 | $12.2M | Buy |
235,065
+8,919
| +4% | +$464K | 0.1% | 152 |
|
|
2024
Q4 | $12.5M | Sell |
226,146
-2,011
| -0.9% | -$111K | 0.11% | 154 |
|
|
2024
Q3 | $15.5M | Buy |
228,157
+6,489
| +3% | +$441K | 0.13% | 144 |
|
|
2024
Q2 | $13.3M | Sell |
221,668
-44,376
| -17% | -$2.66M | 0.11% | 155 |
|
|
2024
Q1 | $17.9M | Buy |
266,044
+7,623
| +3% | +$513K | 0.15% | 139 |
|
|
2023
Q4 | $14.9M | Sell |
258,421
-48,046
| -16% | -$2.76M | 0.12% | 154 |
|
|
2023
Q3 | $15.3M | Sell |
306,467
-24,515
| -7% | -$1.22M | 0.1% | 177 |
|
|
2023
Q2 | $19.3M | Sell |
330,982
-4,316
| -1% | -$251K | 0.11% | 169 |
|
|
2023
Q1 | $18.5M | Buy |
335,298
+10,791
| +3% | +$595K | 0.1% | 175 |
|
|
2022
Q4 | $16.6M | Sell |
324,507
-14,148
| -4% | -$724K | 0.09% | 188 |
|
|
2022
Q3 | $16.4M | Buy |
338,655
+4,099
| +1% | +$198K | 0.1% | 184 |
|
|
2022
Q2 | $23M | Buy |
334,556
+1,540
| +0.5% | +$106K | 0.13% | 156 |
|
|
2022
Q1 | $30M | Sell |
333,016
-4,264
| -1% | -$384K | 0.15% | 143 |
|
|
2021
Q4 | $32.5M | Sell |
337,280
-5,673
| -2% | -$546K | 0.15% | 142 |
|
|
2021
Q3 | $30.9M | Sell |
342,953
-2,226
| -0.6% | -$200K | 0.15% | 136 |
|
|
2021
Q2 | $28M | Buy |
345,179
+18
| +0% | +$1.46K | 0.14% | 152 |
|
|
2021
Q1 | $29.2M | Sell |
345,161
-968
| -0.3% | -$82K | 0.16% | 135 |
|
|
2020
Q4 | $32.3M | Sell |
346,129
-5,166
| -1% | -$481K | 0.19% | 113 |
|
|
2020
Q3 | $29.2M | Sell |
351,295
-623
| -0.2% | -$51.8K | 0.19% | 115 |
|
|
2020
Q2 | $24.5M | Sell |
351,918
-899
| -0.3% | -$62.5K | 0.18% | 123 |
|
|
2020
Q1 | $22.8M | Sell |
352,817
-113
| -0% | -$7.31K | 0.19% | 116 |
|
|
2019
Q4 | $22.8M | Buy |
352,930
+2,518
| +0.7% | +$163K | 0.15% | 162 |
|
|
2019
Q3 | $25.5M | Sell |
350,412
-20,915
| -6% | -$1.52M | 0.18% | 126 |
|
|
2019
Q2 | $26M | Sell |
371,327
-1,767
| -0.5% | -$124K | 0.17% | 128 |
|
|
2019
Q1 | $21.6M | Sell |
373,094
-11,269
| -3% | -$652K | 0.15% | 148 |
|
|
2018
Q4 | $17.7M | Sell |
384,363
-11,163
| -3% | -$513K | 0.14% | 150 |
|
|
2018
Q3 | $17.4M | Sell |
395,526
-3,558
| -0.9% | -$157K | 0.12% | 183 |
|
|
2018
Q2 | $14.2M | Sell |
399,084
-15,031
| -4% | -$534K | 0.11% | 210 |
|
|
2018
Q1 | $16.4M | Sell |
414,115
-1,020
| -0.2% | -$40.5K | 0.13% | 187 |
|
|
2017
Q4 | $15.7M | Sell |
415,135
-4,648
| -1% | -$176K | 0.12% | 202 |
|
|
2017
Q3 | $17.3M | Buy |
419,783
+6,974
| +2% | +$288K | 0.15% | 159 |
|
|
2017
Q2 | $17.4M | Sell |
412,809
-2,859
| -0.7% | -$121K | 0.16% | 149 |
|
|
2017
Q1 | $15.4M | Sell |
415,668
-6,218
| -1% | -$231K | 0.14% | 163 |
|
|
2016
Q4 | $15.8M | Buy |
421,886
+11,518
| +3% | +$432K | 0.15% | 148 |
|
|
2016
Q3 | $16.8M | Sell |
410,368
-12,770
| -3% | -$523K | 0.16% | 147 |
|
|
2016
Q2 | $15.2M | Buy |
423,138
+1,628
| +0.4% | +$58.6K | 0.16% | 150 |
|
|
2016
Q1 | $15M | Buy |
421,510
+2,642
| +0.6% | +$94.2K | 0.17% | 130 |
|
|
2015
Q4 | $15.2M | Sell |
418,868
-170
| -0% | -$6.18K | 0.18% | 124 |
|
|
2015
Q3 | $13M | Buy |
419,038
+14,512
| +4% | +$451K | 0.16% | 142 |
|
|
2015
Q2 | $14.2M | Sell |
404,526
-6,516
| -2% | -$229K | 0.16% | 142 |
|
|
2015
Q1 | $15.1M | Buy |
411,042
+520
| +0.1% | +$19.1K | 0.18% | 130 |
|
|
2014
Q4 | $14M | Buy |
410,522
+20,860
| +5% | +$711K | 0.21% | 117 |
|
|
2014
Q3 | $12.3M | Sell |
389,662
-2,224
| -0.6% | -$70.4K | 0.21% | 121 |
|
|
2014
Q2 | $12.3M | Buy |
391,886
+512
| +0.1% | +$16K | 0.23% | 108 |
|
|
2014
Q1 | $10.7M | Buy |
391,374
+7,036
| +2% | +$193K | 0.23% | 102 |
|
|
2013
Q4 | $9.93M | Buy |
384,338
+870
| +0.2% | +$22.5K | 0.34% | 86 |
|
|
2013
Q3 | $8.61M | Buy |
383,468
+14,088
| +4% | +$316K | 0.27% | 80 |
|
|
2013
Q2 | $7.67M | Buy |
+369,380
| New | +$7.67M | 0.2% | 130 |
|