Beacon Pointe 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
$795K Hold
2025
Q1
$792K Hold
2024
Q4
$963K Sell
2024
Q3
$969K Hold
2024
Q2
$845K Buy
2024
Q1
$656K Hold
2023
Q4
$679K Sell
2023
Q3
$536K Buy