Envestnet Portfolio Solutions’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 | $221K | Sell |
7,070
-1,302
| -16% | -$40.7K | ﹤0.01% | 1464 |
|
|
2025
Q1 | $261K | Sell |
8,372
-5,994
| -42% | -$187K | ﹤0.01% | 1360 |
|
|
2024
Q4 | $544K | Buy |
14,366
+1,837
| +15% | +$69.6K | ﹤0.01% | 1203 |
|
|
2024
Q3 | $472K | Buy |
12,529
+225
| +2% | +$8.48K | ﹤0.01% | 1234 |
|
|
2024
Q2 | $404K | Sell |
12,304
-161
| -1% | -$5.29K | ﹤0.01% | 1223 |
|
|
2024
Q1 | $440K | Sell |
12,465
-133
| -1% | -$4.7K | ﹤0.01% | 1174 |
|
|
2023
Q4 | $460K | Sell |
12,598
-760
| -6% | -$27.8K | ﹤0.01% | 1088 |
|
|
2023
Q3 | $384K | Buy |
+13,358
| New | +$384K | ﹤0.01% | 1102 |
|