IFP 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 | – | Hold |
0
| – | -$405 | – | 2816 |
|
|
2025
Q1 | – | Hold |
0
| – | -$492 | – | 3508 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3422 |
|
|
2024
Q1 | – | Sell |
-202
| Closed | -$7.38K | – | 3119 |
|
|
2023
Q4 | $7.38K | Buy |
202
+11
| +6% | +$402 | ﹤0.01% | 2291 |
|
|
2023
Q3 | $5.5K | Sell |
191
-26
| -12% | -$749 | ﹤0.01% | 2471 |
|
|
2023
Q2 | $5.64K | Buy |
217
+28
| +15% | +$727 | ﹤0.01% | 2508 |
|
|
2023
Q1 | $6.76K | Sell |
189
-440
| -70% | -$15.7K | ﹤0.01% | 2446 |
|
|
2022
Q4 | $22K | Sell |
629
-326
| -34% | -$11.4K | ﹤0.01% | 2800 |
|
|
2022
Q3 | $33K | Buy |
955
+182
| +24% | +$6.29K | ﹤0.01% | 2681 |
|
|
2022
Q2 | $27K | Hold |
773
| – | – | ﹤0.01% | 2603 |
|
|
2022
Q1 | $27K | Buy |
773
+587
| +316% | +$20.5K | ﹤0.01% | 2603 |
|
|
2021
Q4 | $7K | Sell |
186
-52
| -22% | -$1.96K | ﹤0.01% | 2290 |
|
|
2021
Q3 | $9K | Buy |
238
+1
| +0.4% | +$38 | ﹤0.01% | 2251 |
|
|
2021
Q2 | $9K | Hold |
237
| – | – | ﹤0.01% | 2225 |
|
|
2021
Q1 | $9K | Sell |
237
-1,730
| -88% | -$65.7K | ﹤0.01% | 2149 |
|
|
2020
Q4 | $65K | Sell |
1,967
-9
| -0.5% | -$297 | ﹤0.01% | 1327 |
|
|
2020
Q3 | $42K | Sell |
1,976
-30
| -1% | -$638 | ﹤0.01% | 1353 |
|
|
2020
Q2 | $45K | Sell |
2,006
-35
| -2% | -$785 | ﹤0.01% | 1261 |
|
|
2020
Q1 | $45K | Sell |
2,041
-70
| -3% | -$1.54K | ﹤0.01% | 1163 |
|
|
2019
Q4 | $81K | Sell |
2,111
-89
| -4% | -$3.42K | 0.01% | 1052 |
|
|
2019
Q3 | $83K | Buy |
+2,200
| New | +$83K | 0.01% | 1147 |
|
|
2019
Q1 | $1K | Sell |
18
-2,047
| -99% | -$114K | ﹤0.01% | 2177 |
|
|
2018
Q4 | $58K | Buy |
2,065
+213
| +12% | +$5.98K | ﹤0.01% | 1503 |
|
|
2018
Q3 | $71K | Buy |
1,852
+1
| +0.1% | +$38 | ﹤0.01% | 1679 |
|
|
2018
Q2 | $72K | Buy |
1,851
+1,646
| +803% | +$64K | ﹤0.01% | 1674 |
|
|
2018
Q1 | $7K | Hold |
205
| – | – | ﹤0.01% | 2985 |
|
|
2017
Q4 | $7K | Buy |
205
+170
| +486% | +$5.81K | ﹤0.01% | 2982 |
|
|
2017
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 3832 |
|
|
2017
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 3817 |
|
|
2017
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 3735 |
|
|
2016
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 3721 |
|
|
2016
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 3671 |
|
|
2016
Q2 | $1K | Buy |
35
+17
| +94% | +$486 | ﹤0.01% | 3567 |
|
|
2016
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 2177 |
|