Dana Investment 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
$1.66M Buy
52,962
+415
+0.8% +$13K 0.05% 316
2025
Q1
$1.64M Buy
52,547
+6,034
+13% +$188K 0.06% 305
2024
Q4
$1.76M Buy
46,513
+208
+0.4% +$7.88K 0.06% 313
2024
Q3
$1.74M Buy
46,305
+3,126
+7% +$118K 0.06% 312
2024
Q2
$1.42M Buy
43,179
+3,279
+8% +$108K 0.05% 339
2024
Q1
$1.41M Buy
39,900
+151
+0.4% +$5.33K 0.05% 340
2023
Q4
$1.45M Sell
39,749
-2,386
-6% -$87.2K 0.07% 206
2023
Q3
$1.21M Sell
42,135
-7,437
-15% -$214K 0.06% 214
2023
Q2
$1.29M Buy
49,572
+7,551
+18% +$196K 0.06% 216
2023
Q1
$1.47M Buy
+42,021
New +$1.47M 0.07% 188