Jones Financial Companies’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 | $886K | Buy |
28,345
+9,651
| +52% | +$302K | ﹤0.01% | 1053 |
|
|
2025
Q1 | $574K | Buy |
18,694
+4,701
| +34% | +$144K | ﹤0.01% | 1068 |
|
|
2024
Q4 | $530K | Buy |
13,993
+4,360
| +45% | +$165K | ﹤0.01% | 974 |
|
|
2024
Q3 | $357K | Buy |
9,633
+3,601
| +60% | +$134K | ﹤0.01% | 943 |
|
|
2024
Q2 | $198K | Buy |
6,032
+1,703
| +39% | +$55.9K | ﹤0.01% | 840 |
|
|
2024
Q1 | $153K | Buy |
4,329
+4,128
| +2,054% | +$146K | ﹤0.01% | 505 |
|
|
2023
Q4 | $7.34K | Buy |
+201
| New | +$7.34K | ﹤0.01% | 717 |
|
|
2022
Q3 | – | Sell |
-26
| Closed | -$1K | – | 542 |
|
|
2022
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 610 |
|