Allworth Financial’s Atlantic Union Bankshares AUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Buy |
4,951
+93
| +2% | +$2.91K | ﹤0.01% | 1288 |
|
|
2025
Q1 | $129K | Buy |
4,858
+52
| +1% | +$1.38K | ﹤0.01% | 1111 |
|
|
2024
Q4 | $182K | Hold |
4,806
| – | – | ﹤0.01% | 981 |
|
|
2024
Q3 | $181K | Hold |
4,806
| – | – | ﹤0.01% | 846 |
|
|
2024
Q2 | $187K | Buy |
+4,806
| New | +$187K | ﹤0.01% | 836 |
|
|
2023
Q4 | – | Sell |
-7
| Closed | -$202 | – | 3471 |
|
|
2023
Q3 | $202 | Sell |
7
-63
| -90% | -$1.82K | ﹤0.01% | 3231 |
|
|
2023
Q2 | $1.81K | Sell |
70
-71
| -50% | -$1.84K | ﹤0.01% | 2524 |
|
|
2023
Q1 | $4.94K | Buy |
141
+62
| +78% | +$2.17K | ﹤0.01% | 2040 |
|
|
2022
Q4 | $2.78K | Buy |
79
+62
| +365% | +$2.18K | ﹤0.01% | 2120 |
|
|
2022
Q3 | $1K | Buy |
17
+4
| +31% | +$235 | ﹤0.01% | 2304 |
|
|
2022
Q2 | $0 | Sell |
13
-546
| -98% | – | ﹤0.01% | 2386 |
|
|
2022
Q1 | $21K | Buy |
559
+552
| +7,886% | +$20.7K | ﹤0.01% | 1236 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1921 |
|
|
2021
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1854 |
|