Loring Wolcott & Coolidge Fiduciary 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 | $202K | Hold |
6,473
| – | – | ﹤0.01% | 277 |
|
|
2025
Q1 | $171K | Hold |
6,473
| – | – | ﹤0.01% | 283 |
|
|
2024
Q4 | $244K | Hold |
6,473
| – | – | ﹤0.01% | 264 |
|
|
2024
Q3 | $240K | Hold |
6,473
| – | – | ﹤0.01% | 265 |
|
|
2024
Q2 | $249K | Hold |
6,473
| – | – | ﹤0.01% | 255 |
|
|
2024
Q1 | $217K | Hold |
6,473
| – | – | ﹤0.01% | 267 |
|
|
2023
Q4 | $221K | Hold |
6,473
| – | – | ﹤0.01% | 270 |
|
|
2023
Q3 | $198K | Hold |
6,473
| – | – | ﹤0.01% | 288 |
|
|
2023
Q2 | $168K | Hold |
6,473
| – | – | ﹤0.01% | 308 |
|
|
2023
Q1 | $227K | Hold |
6,473
| – | – | ﹤0.01% | 270 |
|
|
2022
Q4 | $227K | Hold |
6,473
| – | – | ﹤0.01% | 269 |
|
|
2022
Q3 | $197K | Hold |
6,473
| – | – | ﹤0.01% | 284 |
|
|
2022
Q2 | $220K | Hold |
6,473
| – | – | ﹤0.01% | 276 |
|
|
2022
Q1 | $237K | Hold |
6,473
| – | – | ﹤0.01% | 286 |
|
|
2021
Q4 | $241K | Hold |
6,473
| – | – | ﹤0.01% | 293 |
|
|
2021
Q3 | $239K | Hold |
6,473
| – | – | ﹤0.01% | 288 |
|
|
2021
Q2 | $234K | Hold |
6,473
| – | – | ﹤0.01% | 298 |
|
|
2021
Q1 | $248K | Hold |
6,473
| – | – | ﹤0.01% | 271 |
|
|
2020
Q4 | $213K | Hold |
6,473
| – | – | ﹤0.01% | 272 |
|
|
2020
Q3 | $138K | Hold |
6,473
| – | – | ﹤0.01% | 290 |
|
|
2020
Q2 | $150K | Hold |
6,473
| – | – | ﹤0.01% | 269 |
|
|
2020
Q1 | $142K | Hold |
6,473
| – | – | ﹤0.01% | 265 |
|
|
2019
Q4 | $243K | Hold |
6,473
| – | – | ﹤0.01% | 254 |
|
|
2019
Q3 | $241K | Hold |
6,473
| – | – | ﹤0.01% | 246 |
|
|
2019
Q2 | $229K | Hold |
6,473
| – | – | ﹤0.01% | 252 |
|
|
2019
Q1 | $209K | Buy |
+6,473
| New | +$209K | ﹤0.01% | 254 |
|