Beacon Harbor Wealth Advisors’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
Sell
2025
Q1
$261K Hold
2024
Q4
$317K Hold
2024
Q3
$315K Hold
2024
Q2
$275K Hold
2024
Q1
$296K Hold
2023
Q4
$306K Hold
2023
Q3
$241K Hold
2023
Q2
$217K Hold
2023
Q1
$293K Buy