Integrated Wealth Concepts’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
Q2 | $234K | Sell |
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|
2025
Q1 | $266K | Buy |
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|
2024
Q4 | $322K | Sell |
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|
2024
Q3 | $332K | Hold |
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|
2024
Q2 | $290K | Hold |
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|
2024
Q1 | $311K | Hold |
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|
2023
Q4 | $322K | Hold |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $310K | Sell |
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|
2022
Q4 | $317K | Sell |
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|
2022
Q3 | $274K | Buy |
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|
2022
Q2 | $306K | Buy |
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|
2022
Q1 | $223K | Buy |
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|
2021
Q4 | $227K | Buy |
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|
2021
Q3 | $224K | Buy |
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|
2021
Q2 | $214K | Buy |
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