Bell Investment Advisors’s Atlantic Union Bankshares AUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14
| Closed | -$436 | – | 1890 |
|
|
2025
Q1 | $436 | Buy |
+14
| New | +$436 | ﹤0.01% | 1800 |
|
|
2023
Q1 | – | Sell |
-14
| Closed | -$492 | – | 1918 |
|
|
2022
Q4 | $492 | Sell |
14
-1
| -7% | -$35 | ﹤0.01% | 1853 |
|
|
2022
Q3 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1720 |
|
|
2021
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1768 |
|