Level Four Advisory Services’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
Q2 | – | Sell |
-8,304
| Closed | -$303K | – | 751 |
|
|
2024
Q1 | $303K | Hold |
8,304
| – | – | 0.02% | 607 |
|
|
2023
Q4 | $303K | Sell |
8,304
-387
| -4% | -$14.1K | 0.02% | 604 |
|
|
2023
Q3 | $250K | Hold |
8,691
| – | – | 0.02% | 622 |
|
|
2023
Q2 | $226K | Hold |
8,691
| – | – | 0.01% | 701 |
|
|
2023
Q1 | $305K | Buy |
+8,691
| New | +$305K | 0.02% | 579 |
|