Claris Financial’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
-6,351
Closed -$241K 135
2025
Q1
$241K Hold
6,351
0.16% 137
2024
Q4
$241K Buy
+6,351
New +$241K 0.16% 137