LPL Financial’s Atlantic Union Bankshares AUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.2M | Buy |
145,473
+6,349
| +5% | +$239K | ﹤0.01% | 2586 |
|
|
2025
Q4 | $4.91M | Buy |
139,124
+26,079
| +23% | +$896K | ﹤0.01% | 2550 |
|
|
2025
Q3 | $3.99M | Buy |
113,045
+3,693
| +3% | +$126K | ﹤0.01% | 2672 |
|
|
2025
Q2 | $3.42M | Buy |
109,352
+17,338
| +19% | +$500K | ﹤0.01% | 2623 |
|
|
2025
Q1 | $2.87M | Buy |
92,014
+5,155
| +6% | +$183K | ﹤0.01% | 2614 |
|
|
2024
Q4 | $3.29M | Buy |
86,859
+9,454
| +12% | +$375K | ﹤0.01% | 2421 |
|
|
2024
Q3 | $2.92M | Buy |
77,405
+2,020
| +3% | +$76K | ﹤0.01% | 2392 |
|
|
2024
Q2 | $2.48M | Buy |
75,385
+50,128
| +198% | +$1.63M | ﹤0.01% | 2421 |
|
|
2024
Q1 | $892K | Sell |
25,257
-19,418
| -43% | -$667K | ﹤0.01% | 3295 |
|
|
2023
Q4 | $1.63M | Buy |
44,675
+3,442
| +8% | +$108K | ﹤0.01% | 2609 |
|
|
2023
Q3 | $1.19M | Buy |
41,233
+16,174
| +65% | +$481K | ﹤0.01% | 2751 |
|
|
2023
Q2 | $650K | Buy |
25,059
+5,978
| +31% | +$169K | ﹤0.01% | 3220 |
|
|
2023
Q1 | $669K | Sell |
19,081
-242
| -1% | -$8.95K | ﹤0.01% | 3108 |
|
|
2022
Q4 | $679K | Buy |
19,323
+627
| +3% | +$21.4K | ﹤0.01% | 2984 |
|
|
2022
Q3 | $568K | Buy |
18,696
+870
| +5% | +$29.3K | ﹤0.01% | 3037 |
|
|
2022
Q2 | $605K | Sell |
17,826
-819
| -4% | -$28.3K | ﹤0.01% | 3043 |
|
|
2022
Q1 | $684K | Buy |
18,645
+742
| +4% | +$29.6K | ﹤0.01% | 2932 |
|
|
2021
Q4 | $668K | Buy |
17,903
+3,867
| +28% | +$141K | ﹤0.01% | 3025 |
|
|
2021
Q3 | $517K | Buy |
14,036
+3,529
| +34% | +$127K | ﹤0.01% | 3186 |
|
|
2021
Q2 | $381K | Sell |
10,507
-1,351
| -11% | -$53K | ﹤0.01% | 3391 |
|
|
2021
Q1 | $455K | Buy |
11,858
+66
| +0.6% | +$2.44K | ﹤0.01% | 3101 |
|
|
2020
Q4 | $388K | Buy |
+11,792
| New | +$339K | ﹤0.01% | 2977 |
|
|
2018
Q4 | – | Sell |
-22,025
| Closed | -$849K | – | 3078 |
|
|
2018
Q3 | $849K | Sell |
22,025
-169
| -0.8% | -$6.89K | ﹤0.01% | 1808 |
|
|
2018
Q2 | $863K | Sell |
22,194
-63
| -0.3% | -$2.48K | ﹤0.01% | 1721 |
|
|
2018
Q1 | $817K | Buy |
+22,257
| New | +$841K | ﹤0.01% | 1759 |
|
Other funds holding AUB
VPM
VCM
NRCM
