Heritage Wealth Advisors’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 | $744K | Sell |
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|
2025
Q2 | $663K | Hold |
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|
2025
Q1 | $660K | Sell |
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|
2024
Q4 | $805K | Hold |
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|
2024
Q3 | $800K | Sell |
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|
2024
Q2 | $699K | Buy |
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|
2024
Q1 | $747K | Hold |
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|
2023
Q4 | $773K | Sell |
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|
2023
Q3 | $630K | Buy |
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|
2023
Q2 | $498K | Hold |
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|
2023
Q1 | $673K | Hold |
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|
2022
Q4 | $674K | Hold |
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|
2022
Q3 | $583K | Hold |
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|
2022
Q2 | $651K | Hold |
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|
2022
Q1 | $704K | Hold |
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|
2021
Q4 | $715K | Hold |
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|
2021
Q3 | $707K | Buy |
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|
2021
Q2 | $563K | Sell |
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|
2021
Q1 | $634K | Sell |
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|
2020
Q4 | $839K | Sell |
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|
2020
Q3 | $728K | Buy |
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|
2020
Q2 | $756K | Hold |
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|
2020
Q1 | $715K | Sell |
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|
2019
Q4 | $2.11M | Sell |
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|
2019
Q3 | $2.23M | Sell |
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|
2019
Q2 | $2.18M | Buy |
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|
2019
Q1 | $1.54M | Sell |
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|
2018
Q4 | $2.5M | Sell |
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|
2018
Q3 | $3.47M | Buy |
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|
2018
Q2 | $1.61M | Sell |
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|
2018
Q1 | $2.48M | Buy |
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