Atlantic Union Bankshares’s Insight Select Income Fund INSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,780
| Closed | -$343K | – | 323 |
|
|
2024
Q4 | $343K | Sell |
19,780
-1,980
| -9% | -$34.3K | 0.02% | 257 |
|
|
2024
Q3 | $384K | Sell |
21,760
-1,441
| -6% | -$25.4K | 0.02% | 252 |
|
|
2024
Q2 | $379K | Sell |
23,201
-3,431
| -13% | -$56K | 0.02% | 257 |
|
|
2024
Q1 | $439K | Buy |
26,632
+3,065
| +13% | +$50.5K | 0.04% | 219 |
|
|
2023
Q4 | $376K | Sell |
23,567
-10,500
| -31% | -$168K | 0.03% | 230 |
|
|
2023
Q3 | $512K | Sell |
34,067
-6,825
| -17% | -$103K | 0.05% | 211 |
|
|
2023
Q2 | $640K | Buy |
40,892
+400
| +1% | +$6.26K | 0.06% | 198 |
|
|
2023
Q1 | $643K | Sell |
40,492
-1,900
| -4% | -$30.2K | 0.07% | 171 |
|
|
2022
Q4 | $641K | Sell |
42,392
-24,139
| -36% | -$365K | 0.07% | 160 |
|
|
2022
Q3 | $1.02M | Sell |
66,531
-3,304
| -5% | -$50.8K | 0.12% | 127 |
|
|
2022
Q2 | $1.12M | Sell |
69,835
-11,225
| -14% | -$180K | 0.11% | 127 |
|
|
2022
Q1 | $1.45M | Sell |
81,060
-1,100
| -1% | -$19.7K | 0.13% | 122 |
|
|
2021
Q4 | $1.85M | Buy |
82,160
+8,372
| +11% | +$188K | 0.16% | 113 |
|
|
2021
Q3 | $1.55M | Buy |
73,788
+7,452
| +11% | +$156K | 0.15% | 121 |
|
|
2021
Q2 | $1.44M | Buy |
66,336
+9,743
| +17% | +$211K | 0.14% | 120 |
|
|
2021
Q1 | $1.16M | Buy |
+56,593
| New | +$1.16M | 0.12% | 129 |
|
|
2020
Q4 | – | Sell |
-11,050
| Closed | -$224K | – | 279 |
|
|
2020
Q3 | $224K | Buy |
+11,050
| New | +$224K | 0.03% | 234 |
|