Integrated Wealth Concepts’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 | $234K | Sell |
7,485
-1,064
| -12% | -$33.3K | ﹤0.01% | 1683 |
|
|
2025
Q1 | $266K | Buy |
8,549
+36
| +0.4% | +$1.12K | ﹤0.01% | 1471 |
|
|
2024
Q4 | $322K | Sell |
8,513
-308
| -3% | -$11.7K | ﹤0.01% | 1328 |
|
|
2024
Q3 | $332K | Hold |
8,821
| – | – | ﹤0.01% | 1270 |
|
|
2024
Q2 | $290K | Hold |
8,821
| – | – | ﹤0.01% | 1337 |
|
|
2024
Q1 | $311K | Hold |
8,821
| – | – | ﹤0.01% | 1305 |
|
|
2023
Q4 | $322K | Hold |
8,821
| – | – | 0.01% | 1227 |
|
|
2023
Q3 | $254K | Hold |
8,821
| – | – | ﹤0.01% | 1311 |
|
|
2023
Q2 | $229K | Sell |
8,821
-18
| -0.2% | -$467 | ﹤0.01% | 1353 |
|
|
2023
Q1 | $310K | Sell |
8,839
-180
| -2% | -$6.31K | 0.01% | 1037 |
|
|
2022
Q4 | $317K | Sell |
9,019
-4
| -0% | -$141 | 0.01% | 800 |
|
|
2022
Q3 | $274K | Buy |
9,023
+7
| +0.1% | +$213 | 0.01% | 761 |
|
|
2022
Q2 | $306K | Buy |
9,016
+2,924
| +48% | +$99.2K | 0.01% | 756 |
|
|
2022
Q1 | $223K | Buy |
6,092
+2
| +0% | +$73 | 0.01% | 839 |
|
|
2021
Q4 | $227K | Buy |
6,090
+1
| +0% | +$37 | 0.01% | 885 |
|
|
2021
Q3 | $224K | Buy |
6,089
+186
| +3% | +$6.84K | 0.01% | 844 |
|
|
2021
Q2 | $214K | Buy |
+5,903
| New | +$214K | 0.01% | 755 |
|