Cambridge Investment Research 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 | $493K | Buy |
15,748
+9,174
| +140% | +$287K | ﹤0.01% | 2559 |
|
|
2025
Q1 | $205K | Sell |
6,574
-262
| -4% | -$8.17K | ﹤0.01% | 3189 |
|
|
2024
Q4 | $259K | Buy |
6,836
+210
| +3% | +$7.96K | ﹤0.01% | 2970 |
|
|
2024
Q3 | $250K | Buy |
6,626
+46
| +0.7% | +$1.74K | ﹤0.01% | 2970 |
|
|
2024
Q2 | $216K | Buy |
6,580
+28
| +0.4% | +$919 | ﹤0.01% | 2967 |
|
|
2024
Q1 | $231K | Hold |
6,552
| – | – | ﹤0.01% | 2904 |
|
|
2023
Q4 | $239K | Buy |
+6,552
| New | +$239K | ﹤0.01% | 2777 |
|
|
2023
Q2 | – | Sell |
-6,845
| Closed | -$240K | – | 3174 |
|
|
2023
Q1 | $240K | Buy |
+6,845
| New | +$240K | ﹤0.01% | 2666 |
|
|
2021
Q3 | – | Sell |
-7,267
| Closed | -$263K | – | 3090 |
|
|
2021
Q2 | $263K | Buy |
7,267
+224
| +3% | +$8.11K | ﹤0.01% | 2571 |
|
|
2021
Q1 | $270K | Buy |
7,043
+2
| +0% | +$77 | ﹤0.01% | 2355 |
|
|
2020
Q4 | $232K | Buy |
+7,041
| New | +$232K | ﹤0.01% | 2362 |
|
|
2020
Q1 | – | Sell |
-6,054
| Closed | -$227K | – | 2282 |
|
|
2019
Q4 | $227K | Buy |
6,054
+129
| +2% | +$4.84K | ﹤0.01% | 2119 |
|
|
2019
Q3 | $221K | Buy |
+5,925
| New | +$221K | ﹤0.01% | 2049 |
|
|
2018
Q4 | – | Sell |
-6,511
| Closed | -$251K | – | 2154 |
|
|
2018
Q3 | $251K | Sell |
6,511
-531
| -8% | -$20.5K | ﹤0.01% | 1907 |
|
|
2018
Q2 | $274K | Sell |
7,042
-186
| -3% | -$7.24K | ﹤0.01% | 1796 |
|
|
2018
Q1 | $265K | Buy |
+7,228
| New | +$265K | ﹤0.01% | 1761 |
|
|
2017
Q2 | – | Sell |
-6,317
| Closed | -$222K | – | 1934 |
|
|
2017
Q1 | $222K | Buy |
+6,317
| New | +$222K | ﹤0.01% | 1559 |
|