First National Advisers’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 | $461K | Buy |
14,730
+3,732
| +34% | +$117K | 0.07% | 170 |
|
2025
Q1 | $342K | Buy |
+10,998
| New | +$342K | 0.05% | 188 |
|
2024
Q4 | – | Sell |
-8,364
| Closed | -$315K | – | 178 |
|
2024
Q3 | $315K | Buy |
8,364
+712
| +9% | +$26.8K | 0.05% | 191 |
|
2024
Q2 | $251K | Buy |
7,652
+693
| +10% | +$22.8K | 0.05% | 198 |
|
2024
Q1 | $246K | Buy |
+6,959
| New | +$246K | 0.06% | 190 |
|