Creative Planning’s Atlantic Union Bankshares AUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $496K | Sell |
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|
2024
Q3 | $496K | Buy |
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|
2024
Q2 | $359K | Sell |
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|
2024
Q1 | $444K | Buy |
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|
2023
Q4 | $458K | Buy |
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|
2023
Q3 | $6.22K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $244K | Sell |
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|
2022
Q4 | $268K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $216K | Sell |
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|
2021
Q2 | $675K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $3K | Hold |
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|
2014
Q1 | $3K | Buy |
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