Heritage Family Offices’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	$251K	Hold	8,194	–	–	0.13%	147
2025 Q1	$255K	Buy	8,194 +812	+11%	+$25.3K	0.13%	141
2024 Q4	$280K	Buy	7,382 +1,440	+24%	+$54.5K	0.14%	132
2024 Q3	$224K	Buy	+5,942	New	+$224K	0.12%	166