Graves Light Lenhart Wealth’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
2026 Q2	$594K	Hold	14,048	–	–	0.06%	113
2026 Q1	$502K	Hold	14,048	–	–	0.05%	115
2025 Q4	$496K	Hold	14,048	–	–	0.05%	111
2025 Q3	$496K	Hold	14,048	–	–	0.06%	116
2025 Q2	$439K	Hold	14,048	–	–	0.05%	120
2025 Q1	$437K	Hold	14,048	–	–	0.05%	118
2024 Q4	$532K	Sell	14,048 -9	-0.1%	-$357	0.07%	107
2024 Q3	$530K	Hold	14,057	–	–	0.07%	106
2024 Q2	$460K	Buy	14,057 +1,281	+10%	+$41.8K	0.05%	113
2024 Q1	$451K	Sell	12,776 -913	-7%	-$31.4K	0.05%	114
2023 Q4	$500K	Sell	13,689 -18	-0.1%	-$566	0.06%	109
2023 Q3	$396K	Buy	13,707 +755	+6%	+$22.4K	0.05%	118
2023 Q2	$336K	Hold	12,952	–	–	0.05%	131
2023 Q1	$454K	Sell	12,952 -746	-5%	-$27.6K	0.07%	106
2022 Q4	$481K	Sell	13,698 -293	-2%	-$10K	0.07%	110
2022 Q3	$425K	Buy	13,991 +1,202	+9%	+$40.5K	0.07%	114
2022 Q2	$434K	Hold	12,789	–	–	0.07%	117
2022 Q1	$469K	Hold	12,789	–	–	0.07%	117
2021 Q4	$477K	Sell	12,789 -507	-4%	-$18.4K	0.07%	118
2021 Q3	$490K	Hold	13,296	–	–	0.08%	108
2021 Q2	$482K	Hold	13,296	–	–	0.08%	109
2021 Q1	$510K	Buy	13,296 +1,902	+17%	+$70.2K	0.09%	101
2020 Q4	$375K	Hold	11,394	–	–	0.07%	114
2020 Q3	$243K	Sell	11,394 -998	-8%	-$22.7K	0.05%	137
2020 Q2	$287K	Sell	12,392 -499	-4%	-$11.2K	0.07%	119
2020 Q1	$282K	Hold	12,891	–	–	0.08%	116
2019 Q4	$484K	Buy	12,891 +1,220	+10%	+$45.9K	0.1%	103
2019 Q3	$430K	Hold	11,671	–	–	0.09%	109
2019 Q2	$412K	Buy	+11,671	New	+$406K	0.1%	103