Mount Yale Investment 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	$102K	Buy	+3,254	New	+$102K	0.01%	655
2018 Q4	–	Sell	-2,264	Closed	-$79K	–	349
2018 Q3	$79K	Sell	2,264 -451	-17%	-$15.7K	0.01%	511
2018 Q2	$106K	Buy	2,715 +2,240	+472%	+$87.5K	0.02%	436
2018 Q1	$17K	Buy	+475	New	+$17K	﹤0.01%	789