Heritage Wealth Advisors’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 | $663K | Hold |
21,196
| – | – | 0.03% | 108 |
|
|
2025
Q1 | $660K | Sell |
21,196
-48
| -0.2% | -$1.5K | 0.03% | 103 |
|
|
2024
Q4 | $805K | Hold |
21,244
| – | – | 0.04% | 98 |
|
|
2024
Q3 | $800K | Sell |
21,244
-30
| -0.1% | -$1.13K | 0.04% | 100 |
|
|
2024
Q2 | $699K | Buy |
21,274
+107
| +0.5% | +$3.52K | 0.03% | 108 |
|
|
2024
Q1 | $747K | Hold |
21,167
| – | – | 0.03% | 112 |
|
|
2023
Q4 | $773K | Sell |
21,167
-722
| -3% | -$26.4K | 0.04% | 105 |
|
|
2023
Q3 | $630K | Buy |
21,889
+2,702
| +14% | +$77.8K | 0.03% | 114 |
|
|
2023
Q2 | $498K | Hold |
19,187
| – | – | 0.03% | 134 |
|
|
2023
Q1 | $673K | Hold |
19,187
| – | – | 0.04% | 104 |
|
|
2022
Q4 | $674K | Hold |
19,187
| – | – | 0.04% | 105 |
|
|
2022
Q3 | $583K | Hold |
19,187
| – | – | 0.04% | 106 |
|
|
2022
Q2 | $651K | Hold |
19,187
| – | – | 0.05% | 101 |
|
|
2022
Q1 | $704K | Hold |
19,187
| – | – | 0.04% | 106 |
|
|
2021
Q4 | $715K | Hold |
19,187
| – | – | 0.04% | 118 |
|
|
2021
Q3 | $707K | Buy |
19,187
+3,656
| +24% | +$135K | 0.04% | 112 |
|
|
2021
Q2 | $563K | Sell |
15,531
-1,000
| -6% | -$36.2K | 0.03% | 132 |
|
|
2021
Q1 | $634K | Sell |
16,531
-8,932
| -35% | -$343K | 0.04% | 119 |
|
|
2020
Q4 | $839K | Sell |
25,463
-8,600
| -25% | -$283K | 0.05% | 95 |
|
|
2020
Q3 | $728K | Buy |
34,063
+1,432
| +4% | +$30.6K | 0.09% | 75 |
|
|
2020
Q2 | $756K | Hold |
32,631
| – | – | 0.11% | 66 |
|
|
2020
Q1 | $715K | Sell |
32,631
-23,682
| -42% | -$519K | 0.13% | 65 |
|
|
2019
Q4 | $2.11M | Sell |
56,313
-3,627
| -6% | -$136K | 0.28% | 37 |
|
|
2019
Q3 | $2.23M | Sell |
59,940
-1,804
| -3% | -$67.2K | 0.33% | 34 |
|
|
2019
Q2 | $2.18M | Buy |
61,744
+14,140
| +30% | +$500K | 0.33% | 37 |
|
|
2019
Q1 | $1.54M | Sell |
47,604
-41,008
| -46% | -$1.33M | 0.25% | 40 |
|
|
2018
Q4 | $2.5M | Sell |
88,612
-1,424
| -2% | -$40.2K | 0.49% | 28 |
|
|
2018
Q3 | $3.47M | Buy |
90,036
+48,677
| +118% | +$1.88M | 0.68% | 21 |
|
|
2018
Q2 | $1.61M | Sell |
41,359
-26,091
| -39% | -$1.01M | 0.6% | 37 |
|
|
2018
Q1 | $2.48M | Buy |
+67,450
| New | +$2.48M | 1.03% | 19 |
|