Clearstead 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	$1.01M	Buy	32,361 +9,941	+44%	+$311K	0.01%	439
2025 Q1	$698K	Hold	22,420	–	–	0.01%	490
2024 Q4	$849K	Sell	22,420 -1,511	-6%	-$57.2K	0.01%	445
2024 Q3	$901K	Sell	23,931 -2	-0%	-$75	0.01%	439
2024 Q2	$786K	Buy	+23,933	New	+$786K	0.01%	445