Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $447K | Sell |
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|
2025
Q2 | $411K | Sell |
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|
2025
Q1 | $598K | Buy |
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|
2024
Q4 | $193K | Sell |
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|
2024
Q3 | $194K | Buy |
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|
2024
Q2 | $154K | Sell |
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|
2024
Q1 | $168K | Hold |
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|
2023
Q4 | $174K | Hold |
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|
2023
Q3 | $137K | Sell |
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|
2023
Q2 | $123K | Hold |
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|
2023
Q1 | $167K | Hold |
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|
2022
Q4 | $167K | Hold |
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|
2022
Q3 | $144K | Buy |
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|
2022
Q2 | $69K | Hold |
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|
2022
Q1 | $74K | Buy |
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|
2021
Q4 | $71K | Hold |
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|
2021
Q3 | $71K | Sell |
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|
2021
Q2 | $90K | Hold |
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|
2021
Q1 | $96K | Hold |
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|
2020
Q4 | $98K | Sell |
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|
2020
Q3 | $85K | Hold |
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|
2020
Q2 | $89K | Hold |
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|
2020
Q1 | $88K | Sell |
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|
2019
Q4 | $176K | Buy |
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|
2019
Q3 | $160K | Hold |
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|
2019
Q2 | $151K | Buy |
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