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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.45M | Buy |
96,550
+6,632
| +7% | +$250K | ﹤0.01% | 1468 |
|
|
2025
Q4 | $3.17M | Sell |
89,918
-1,764
| -2% | -$60.6K | ﹤0.01% | 1349 |
|
|
2025
Q3 | $3.24M | Sell |
91,682
-3,763
| -4% | -$128K | ﹤0.01% | 1164 |
|
|
2025
Q2 | $2.99M | Buy |
95,445
+84,068
| +739% | +$2.43M | ﹤0.01% | 1038 |
|
|
2025
Q1 | $354K | Sell |
11,377
-1,716
| -13% | -$61K | ﹤0.01% | 2601 |
|
|
2024
Q4 | $496K | Sell |
13,093
-66
| -0.5% | -$2.62K | ﹤0.01% | 2230 |
|
|
2024
Q3 | $496K | Buy |
13,159
+2,240
| +21% | +$84.3K | ﹤0.01% | 2118 |
|
|
2024
Q2 | $359K | Sell |
10,919
-1,651
| -13% | -$53.8K | ﹤0.01% | 2212 |
|
|
2024
Q1 | $444K | Buy |
12,570
+23
| +0.2% | +$790 | ﹤0.01% | 1937 |
|
|
2023
Q4 | $458K | Buy |
12,547
+12,331
| +5,709% | +$388K | ﹤0.01% | 1771 |
|
|
2023
Q3 | $6.22K | Buy |
+216
| New | +$6.42K | ﹤0.01% | 2696 |
|
|
2023
Q2 | – | Sell |
-6,954
| Closed | -$244K | – | 2660 |
|
|
2023
Q1 | $244K | Sell |
6,954
-669
| -9% | -$24.7K | ﹤0.01% | 1972 |
|
|
2022
Q4 | $268K | Buy |
+7,623
| New | +$260K | ﹤0.01% | 1796 |
|
|
2021
Q4 | – | Sell |
-5,857
| Closed | -$216K | – | 2091 |
|
|
2021
Q3 | $216K | Sell |
5,857
-12,777
| -69% | -$460K | ﹤0.01% | 1820 |
|
|
2021
Q2 | $675K | Buy |
+18,634
| New | +$731K | ﹤0.01% | 1108 |
|
|
2016
Q4 | – | Sell |
-49
| Closed | -$1K | – | 4612 |
|
|
2016
Q3 | $1K | Buy |
+49
| New | +$1.31K | ﹤0.01% | 4349 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$3K | – | 3987 |
|
|
2014
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 3385 |
|
|
2014
Q1 | $3K | Buy |
+100
| New | +$2.48K | ﹤0.01% | 3239 |
|
Other funds holding AUB
VPM
VCM
NRCM
