JFS 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 | $1.28K | Sell |
41
-24
| -37% | -$751 | ﹤0.01% | 1512 |
|
|
2025
Q1 | $2.03K | Hold |
65
| – | – | ﹤0.01% | 1461 |
|
|
2024
Q4 | $2.46K | Hold |
65
| – | – | ﹤0.01% | 1391 |
|
|
2024
Q3 | $2.45K | Buy |
65
+2
| +3% | +$75 | ﹤0.01% | 1400 |
|
|
2024
Q2 | $2.07K | Hold |
63
| – | – | ﹤0.01% | 1417 |
|
|
2024
Q1 | $2.23K | Hold |
63
| – | – | ﹤0.01% | 1403 |
|
|
2023
Q4 | $2.3K | Buy |
63
+42
| +200% | +$1.54K | ﹤0.01% | 1366 |
|
|
2023
Q3 | $605 | Sell |
21
-24
| -53% | -$691 | ﹤0.01% | 1712 |
|
|
2023
Q2 | $1.17K | Sell |
45
-11
| -20% | -$286 | ﹤0.01% | 1558 |
|
|
2023
Q1 | $1.96K | Buy |
56
+3
| +6% | +$105 | ﹤0.01% | 1374 |
|
|
2022
Q4 | $1.86K | Sell |
53
-3
| -5% | -$105 | ﹤0.01% | 1399 |
|
|
2022
Q3 | $2K | Sell |
56
-22
| -28% | -$786 | ﹤0.01% | 1277 |
|
|
2022
Q2 | $3K | Buy |
78
+26
| +50% | +$1K | ﹤0.01% | 1147 |
|
|
2022
Q1 | $2K | Buy |
52
+30
| +136% | +$1.15K | ﹤0.01% | 1368 |
|
|
2021
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1249 |
|