Creative Planning’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 | $2.99M | Buy |
95,445
+84,068
| +739% | +$2.63M | ﹤0.01% | 1035 |
|
|
2025
Q1 | $354K | Sell |
11,377
-1,716
| -13% | -$53.4K | ﹤0.01% | 2594 |
|
|
2024
Q4 | $496K | Sell |
13,093
-66
| -0.5% | -$2.5K | ﹤0.01% | 2223 |
|
|
2024
Q3 | $496K | Buy |
13,159
+2,240
| +21% | +$84.4K | ﹤0.01% | 2118 |
|
|
2024
Q2 | $359K | Sell |
10,919
-1,651
| -13% | -$54.2K | ﹤0.01% | 2203 |
|
|
2024
Q1 | $444K | Buy |
12,570
+23
| +0.2% | +$812 | ﹤0.01% | 1930 |
|
|
2023
Q4 | $458K | Buy |
12,547
+12,331
| +5,709% | +$451K | ﹤0.01% | 1767 |
|
|
2023
Q3 | $6.22K | Buy |
+216
| New | +$6.22K | ﹤0.01% | 2656 |
|
|
2023
Q2 | – | Sell |
-6,954
| Closed | -$244K | – | 2544 |
|
|
2023
Q1 | $244K | Sell |
6,954
-669
| -9% | -$23.5K | ﹤0.01% | 1965 |
|
|
2022
Q4 | $268K | Buy |
+7,623
| New | +$268K | ﹤0.01% | 1789 |
|
|
2021
Q4 | – | Sell |
-5,857
| Closed | -$216K | – | 2081 |
|
|
2021
Q3 | $216K | Sell |
5,857
-12,777
| -69% | -$471K | ﹤0.01% | 1817 |
|
|
2021
Q2 | $675K | Buy |
+18,634
| New | +$675K | ﹤0.01% | 1107 |
|
|
2016
Q4 | – | Sell |
-49
| Closed | -$1K | – | 4425 |
|
|
2016
Q3 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 4204 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$3K | – | 3842 |
|
|
2014
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 3290 |
|
|
2014
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3160 |
|