Cerity Partners’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
$3.38M Buy
107,020
+43,923
+70% +$1.39M 0.01% 985
2025
Q1
$1.96M Buy
63,097
+12,564
+25% +$391K ﹤0.01% 1131
2024
Q4
$1.9M Sell
50,533
-4,816
-9% -$181K ﹤0.01% 1126
2024
Q3
$2.09M Buy
55,349
+10,860
+24% +$409K ﹤0.01% 1077
2024
Q2
$1.46M Sell
44,489
-4,681
-10% -$154K ﹤0.01% 1057
2024
Q1
$1.74M Buy
+49,170
New +$1.74M ﹤0.01% 1042