Beacon Pointe Advisors’s Atlantic Union Bankshares AUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Hold |
25,418
| – | – | 0.01% | 736 |
|
|
2025
Q1 | $792K | Hold |
25,418
| – | – | 0.01% | 694 |
|
|
2024
Q4 | $963K | Sell |
25,418
-316
| -1% | -$12K | 0.01% | 636 |
|
|
2024
Q3 | $969K | Hold |
25,734
| – | – | 0.01% | 640 |
|
|
2024
Q2 | $845K | Buy |
25,734
+7,157
| +39% | +$235K | 0.01% | 689 |
|
|
2024
Q1 | $656K | Hold |
18,577
| – | – | 0.01% | 808 |
|
|
2023
Q4 | $679K | Sell |
18,577
-44
| -0.2% | -$1.61K | 0.01% | 778 |
|
|
2023
Q3 | $536K | Buy |
+18,621
| New | +$536K | 0.01% | 838 |
|