Bank of Montreal’s Atlantic Union Bankshares AUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
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|
2025
Q1 | $636K | Buy |
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|
2024
Q4 | $442K | Buy |
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|
2024
Q3 | $389K | Buy |
|
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $392K | Buy |
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|
2023
Q4 | $323K | Buy |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $405K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $501K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $157K | Sell |
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|
2020
Q4 | $530K | Buy |
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|
2020
Q3 | $138K | Sell |
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|
2020
Q2 | $163K | Buy |
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|
2020
Q1 | $110K | Sell |
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|
2019
Q4 | $524K | Buy |
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|
2019
Q3 | $462K | Buy |
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|
2019
Q2 | $427K | Buy |
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|
2019
Q1 | $171K | Buy |
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|
2018
Q4 | $93K | Buy |
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|
2018
Q3 | $96K | Sell |
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|
2018
Q2 | $106K | Buy |
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|
2018
Q1 | $8K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $21K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $46K | Hold |
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|
2015
Q4 | $48K | Hold |
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|
2015
Q3 | $46K | Buy |
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|
2015
Q2 | $33K | Buy |
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|
2015
Q1 | $31K | Buy |
|
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|
2014
Q4 | $34K | Buy |
|
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|
2014
Q3 | $32K | Sell |
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|
2014
Q2 | $63K | Buy |
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|
2014
Q1 | $35K | Hold |
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|
2013
Q4 | $34K | Sell |
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|
2013
Q3 | $293K | Sell |
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|
2013
Q2 | $358K | Buy |
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