Heritage Wealth Management (Arizona)’s Atlantic Union Bankshares AUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,721
| Closed | -$237K | – | 172 |
|
|
2024
Q1 | $237K | Sell |
6,721
-104
| -2% | -$3.67K | 0.12% | 153 |
|
|
2023
Q4 | $249K | Buy |
+6,825
| New | +$249K | 0.14% | 138 |
|
|
2022
Q4 | $741K | Buy |
21,095
+11,684
| +124% | +$411K | 0.11% | 140 |
|
|
2022
Q3 | $286K | Buy |
9,411
+974
| +12% | +$29.6K | 0.09% | 162 |
|
|
2022
Q2 | $286K | Buy |
8,437
+831
| +11% | +$28.2K | 0.1% | 164 |
|
|
2022
Q1 | $279K | Buy |
+7,606
| New | +$279K | 0.08% | 208 |
|
|
2021
Q3 | $145K | Buy |
3,934
+577
| +17% | +$21.3K | 0.05% | 271 |
|
|
2021
Q2 | $122K | Buy |
3,357
+1,546
| +85% | +$56.2K | 0.05% | 304 |
|
|
2021
Q1 | $69K | Buy |
+1,811
| New | +$69K | 0.04% | 312 |
|