Lee Financial’s Atlantic Union Bankshares AUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-365
| Closed | -$13.3K | – | 204 |
|
|
2023
Q4 | $13.3K | Hold |
365
| – | – | ﹤0.01% | 381 |
|
|
2023
Q3 | $10.5K | Hold |
365
| – | – | ﹤0.01% | 404 |
|
|
2023
Q2 | $9.47K | Hold |
365
| – | – | ﹤0.01% | 412 |
|
|
2023
Q1 | $12.8K | Hold |
365
| – | – | ﹤0.01% | 377 |
|
|
2022
Q4 | $12.8K | Hold |
365
| – | – | ﹤0.01% | 417 |
|
|
2022
Q3 | $11K | Hold |
365
| – | – | ﹤0.01% | 414 |
|
|
2022
Q2 | $12K | Hold |
365
| – | – | ﹤0.01% | 413 |
|
|
2022
Q1 | $13K | Hold |
365
| – | – | ﹤0.01% | 395 |
|
|
2021
Q4 | $14K | Hold |
365
| – | – | ﹤0.01% | 425 |
|
|
2021
Q3 | $13K | Hold |
365
| – | – | ﹤0.01% | 389 |
|
|
2021
Q2 | $13K | Buy |
365
+130
| +55% | +$4.63K | ﹤0.01% | 373 |
|
|
2021
Q1 | $9K | Hold |
235
| – | – | ﹤0.01% | 394 |
|
|
2020
Q4 | $8K | Hold |
235
| – | – | ﹤0.01% | 394 |
|
|
2020
Q3 | $5K | Hold |
235
| – | – | ﹤0.01% | 459 |
|
|
2020
Q2 | $5K | Hold |
235
| – | – | ﹤0.01% | 429 |
|
|
2020
Q1 | $5K | Hold |
235
| – | – | ﹤0.01% | 373 |
|
|
2019
Q4 | $9K | Hold |
235
| – | – | ﹤0.01% | 358 |
|
|
2019
Q3 | $9K | Buy |
+235
| New | +$9K | ﹤0.01% | 353 |
|