Concord Wealth 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 | $85.3K | Hold |
2,728
| – | – | 0.01% | 282 |
|
|
2025
Q1 | $85K | Buy |
2,728
+2,053
| +304% | +$63.9K | 0.01% | 261 |
|
|
2024
Q4 | $25.6K | Hold |
675
| – | – | ﹤0.01% | 421 |
|
|
2024
Q3 | $25.4K | Hold |
675
| – | – | ﹤0.01% | 439 |
|
|
2024
Q2 | $22.2K | Buy |
+675
| New | +$22.2K | ﹤0.01% | 411 |
|
|
2022
Q2 | – | Sell |
-31
| Closed | -$1K | – | 1233 |
|
|
2022
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 1166 |
|
|
2021
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 1193 |
|
|
2021
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 804 |
|
|
2021
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 944 |
|
|
2021
Q1 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 882 |
|