Global Retirement Partners’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 | $132K | Buy |
+4,219
| New | +$132K | ﹤0.01% | 1291 |
|
|
2024
Q4 | $247K | Sell |
6,524
-33
| -0.5% | -$1.25K | 0.01% | 865 |
|
|
2024
Q3 | $247K | Buy |
6,557
+6,006
| +1,090% | +$226K | 0.01% | 841 |
|
|
2024
Q2 | $18.1K | Buy |
551
+542
| +6,022% | +$17.8K | ﹤0.01% | 2040 |
|
|
2024
Q1 | $318 | Hold |
9
| – | – | ﹤0.01% | 3208 |
|
|
2023
Q4 | $310 | Hold |
9
| – | – | ﹤0.01% | 3173 |
|
|
2023
Q3 | $257 | Buy |
+9
| New | +$257 | ﹤0.01% | 3087 |
|
|
2023
Q2 | – | Sell |
-160
| Closed | -$4.05K | – | 3194 |
|
|
2023
Q1 | $4.05K | Buy |
160
+1
| +0.6% | +$25 | ﹤0.01% | 2245 |
|
|
2022
Q4 | $5.57K | Sell |
159
-1,241
| -89% | -$43.5K | ﹤0.01% | 1992 |
|
|
2022
Q3 | $48K | Buy |
1,400
+1,244
| +797% | +$42.7K | ﹤0.01% | 1022 |
|
|
2022
Q2 | $5K | Buy |
156
+1
| +0.6% | +$32 | ﹤0.01% | 1855 |
|
|
2022
Q1 | $5K | Buy |
+155
| New | +$5K | ﹤0.01% | 1859 |
|
|
2021
Q4 | – | Sell |
-152
| Closed | -$6K | – | 352 |
|
|
2021
Q3 | $6K | Buy |
152
+1
| +0.7% | +$39 | ﹤0.01% | 1545 |
|
|
2021
Q2 | $5K | Buy |
151
+1
| +0.7% | +$33 | ﹤0.01% | 1545 |
|
|
2021
Q1 | $6K | Buy |
150
+1
| +0.7% | +$40 | ﹤0.01% | 1406 |
|
|
2020
Q4 | $5K | Buy |
149
+1
| +0.7% | +$34 | ﹤0.01% | 1423 |
|
|
2020
Q3 | $3K | Buy |
+148
| New | +$3K | ﹤0.01% | 1403 |
|