Geneos Wealth Management’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 | $411K | Sell |
13,142
-4,618
| -26% | -$144K | 0.01% | 770 |
|
|
2025
Q1 | $598K | Buy |
17,760
+12,664
| +249% | +$426K | 0.01% | 827 |
|
|
2024
Q4 | $193K | Sell |
5,096
-58
| -1% | -$2.2K | 0.01% | 846 |
|
|
2024
Q3 | $194K | Buy |
5,154
+478
| +10% | +$18K | 0.01% | 777 |
|
|
2024
Q2 | $154K | Sell |
4,676
-74
| -2% | -$2.43K | 0.01% | 767 |
|
|
2024
Q1 | $168K | Hold |
4,750
| – | – | 0.01% | 736 |
|
|
2023
Q4 | $174K | Hold |
4,750
| – | – | 0.01% | 704 |
|
|
2023
Q3 | $137K | Sell |
4,750
-1
| -0% | -$29 | 0.01% | 783 |
|
|
2023
Q2 | $123K | Hold |
4,751
| – | – | 0.01% | 819 |
|
|
2023
Q1 | $167K | Hold |
4,751
| – | – | 0.01% | 696 |
|
|
2022
Q4 | $167K | Hold |
4,751
| – | – | 0.01% | 685 |
|
|
2022
Q3 | $144K | Buy |
4,751
+2,730
| +135% | +$82.7K | 0.01% | 694 |
|
|
2022
Q2 | $69K | Hold |
2,021
| – | – | ﹤0.01% | 1148 |
|
|
2022
Q1 | $74K | Buy |
2,021
+116
| +6% | +$4.25K | ﹤0.01% | 1203 |
|
|
2021
Q4 | $71K | Hold |
1,905
| – | – | ﹤0.01% | 1314 |
|
|
2021
Q3 | $71K | Sell |
1,905
-590
| -24% | -$22K | ﹤0.01% | 1313 |
|
|
2021
Q2 | $90K | Hold |
2,495
| – | – | ﹤0.01% | 1202 |
|
|
2021
Q1 | $96K | Hold |
2,495
| – | – | ﹤0.01% | 1326 |
|
|
2020
Q4 | $98K | Sell |
2,495
-1,673
| -40% | -$65.7K | ﹤0.01% | 1152 |
|
|
2020
Q3 | $85K | Hold |
4,168
| – | – | ﹤0.01% | 1008 |
|
|
2020
Q2 | $89K | Hold |
4,168
| – | – | 0.01% | 972 |
|
|
2020
Q1 | $88K | Sell |
4,168
-477
| -10% | -$10.1K | 0.01% | 877 |
|
|
2019
Q4 | $176K | Buy |
4,645
+350
| +8% | +$13.3K | 0.01% | 736 |
|
|
2019
Q3 | $160K | Hold |
4,295
| – | – | 0.01% | 723 |
|
|
2019
Q2 | $151K | Buy |
+4,295
| New | +$151K | 0.01% | 763 |
|