LPL 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Buy |
109,352
+17,338
| +19% | +$542K | ﹤0.01% | 2609 |
|
|
2025
Q1 | $2.87M | Buy |
92,014
+5,155
| +6% | +$161K | ﹤0.01% | 2602 |
|
|
2024
Q4 | $3.29M | Buy |
86,859
+9,454
| +12% | +$358K | ﹤0.01% | 2409 |
|
|
2024
Q3 | $2.92M | Buy |
77,405
+2,020
| +3% | +$76.1K | ﹤0.01% | 2374 |
|
|
2024
Q2 | $2.48M | Buy |
75,385
+50,128
| +198% | +$1.65M | ﹤0.01% | 2405 |
|
|
2024
Q1 | $892K | Sell |
25,257
-19,418
| -43% | -$686K | ﹤0.01% | 3259 |
|
|
2023
Q4 | $1.63M | Buy |
44,675
+3,442
| +8% | +$126K | ﹤0.01% | 2591 |
|
|
2023
Q3 | $1.19M | Buy |
41,233
+16,174
| +65% | +$465K | ﹤0.01% | 2736 |
|
|
2023
Q2 | $650K | Buy |
25,059
+5,978
| +31% | +$155K | ﹤0.01% | 3192 |
|
|
2023
Q1 | $669K | Sell |
19,081
-242
| -1% | -$8.48K | ﹤0.01% | 3097 |
|
|
2022
Q4 | $679K | Buy |
19,323
+627
| +3% | +$22K | ﹤0.01% | 2975 |
|
|
2022
Q3 | $568K | Buy |
18,696
+870
| +5% | +$26.4K | ﹤0.01% | 3021 |
|
|
2022
Q2 | $605K | Sell |
17,826
-819
| -4% | -$27.8K | ﹤0.01% | 3030 |
|
|
2022
Q1 | $684K | Buy |
18,645
+742
| +4% | +$27.2K | ﹤0.01% | 2926 |
|
|
2021
Q4 | $668K | Buy |
17,903
+3,867
| +28% | +$144K | ﹤0.01% | 3016 |
|
|
2021
Q3 | $517K | Buy |
14,036
+3,529
| +34% | +$130K | ﹤0.01% | 3171 |
|
|
2021
Q2 | $381K | Sell |
10,507
-1,351
| -11% | -$49K | ﹤0.01% | 3380 |
|
|
2021
Q1 | $455K | Buy |
11,858
+66
| +0.6% | +$2.53K | ﹤0.01% | 3089 |
|
|
2020
Q4 | $388K | Buy |
+11,792
| New | +$388K | ﹤0.01% | 2968 |
|
|
2018
Q4 | – | Sell |
-22,025
| Closed | -$849K | – | 3061 |
|
|
2018
Q3 | $849K | Sell |
22,025
-169
| -0.8% | -$6.51K | ﹤0.01% | 1800 |
|
|
2018
Q2 | $863K | Sell |
22,194
-63
| -0.3% | -$2.45K | ﹤0.01% | 1709 |
|
|
2018
Q1 | $817K | Buy |
+22,257
| New | +$817K | ﹤0.01% | 1745 |
|