Nisa 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 | $312K | Buy |
9,966
+7,614
| +324% | +$238K | ﹤0.01% | 1104 |
|
|
2025
Q1 | $73.2K | Sell |
2,352
-575
| -20% | -$17.9K | ﹤0.01% | 1481 |
|
|
2024
Q4 | $111K | Buy |
2,927
+90
| +3% | +$3.41K | ﹤0.01% | 1447 |
|
|
2024
Q3 | $107K | Sell |
2,837
-1
| -0% | -$38 | ﹤0.01% | 1425 |
|
|
2024
Q2 | $93.2K | Sell |
2,838
-2,467
| -47% | -$81K | ﹤0.01% | 1495 |
|
|
2024
Q1 | $187K | Buy |
5,305
+1,185
| +29% | +$41.8K | ﹤0.01% | 1318 |
|
|
2023
Q4 | $151K | Buy |
4,120
+2,720
| +194% | +$99.4K | ﹤0.01% | 1339 |
|
|
2023
Q3 | $40.3K | Hold |
1,400
| – | – | ﹤0.01% | 1792 |
|
|
2023
Q2 | $36.3K | Sell |
1,400
-62
| -4% | -$1.61K | ﹤0.01% | 1861 |
|
|
2023
Q1 | $51K | Hold |
1,462
| – | – | ﹤0.01% | 1707 |
|
|
2022
Q4 | $51K | Hold |
1,462
| – | – | ﹤0.01% | 1759 |
|
|
2022
Q3 | $50K | Buy |
1,462
+62
| +4% | +$2.12K | ﹤0.01% | 1735 |
|
|
2022
Q2 | $47K | Sell |
1,400
-560
| -29% | -$18.8K | ﹤0.01% | 1745 |
|
|
2022
Q1 | $72K | Sell |
1,960
-240
| -11% | -$8.82K | ﹤0.01% | 1730 |
|
|
2021
Q4 | $90K | Hold |
2,200
| – | – | ﹤0.01% | 1551 |
|
|
2021
Q3 | $81 | Hold |
2,200
| – | – | ﹤0.01% | 1789 |
|
|
2021
Q2 | $80 | Hold |
2,200
| – | – | ﹤0.01% | 1798 |
|
|
2021
Q1 | $84 | Hold |
2,200
| – | – | ﹤0.01% | 1821 |
|
|
2020
Q4 | $72K | Sell |
2,200
-550
| -20% | -$18K | ﹤0.01% | 1872 |
|
|
2020
Q3 | $59K | Buy |
2,750
+1,600
| +139% | +$34.3K | ﹤0.01% | 1729 |
|
|
2020
Q2 | $27K | Buy |
1,150
+400
| +53% | +$9.39K | ﹤0.01% | 1710 |
|
|
2020
Q1 | $16K | Hold |
750
| – | – | ﹤0.01% | 1755 |
|
|
2019
Q4 | $28K | Buy |
750
+400
| +114% | +$14.9K | ﹤0.01% | 1634 |
|
|
2019
Q3 | $13K | Buy |
+350
| New | +$13K | ﹤0.01% | 1711 |
|
|
2018
Q4 | – | Sell |
-5,800
| Closed | -$223K | – | 1957 |
|
|
2018
Q3 | $223K | Sell |
5,800
-700
| -11% | -$26.9K | ﹤0.01% | 1287 |
|
|
2018
Q2 | $253K | Hold |
6,500
| – | – | ﹤0.01% | 1211 |
|
|
2018
Q1 | $243K | Hold |
6,500
| – | – | ﹤0.01% | 1184 |
|
|
2017
Q4 | $235K | Hold |
6,500
| – | – | ﹤0.01% | 1228 |
|
|
2017
Q3 | $229K | Hold |
6,500
| – | – | ﹤0.01% | 1220 |
|
|
2017
Q2 | $218K | Hold |
6,500
| – | – | ﹤0.01% | 1217 |
|
|
2017
Q1 | $229K | Hold |
6,500
| – | – | ﹤0.01% | 1220 |
|
|
2016
Q4 | $232K | Hold |
6,500
| – | – | ﹤0.01% | 1220 |
|
|
2016
Q3 | $174K | Hold |
6,500
| – | – | ﹤0.01% | 1247 |
|
|
2016
Q2 | $161K | Hold |
6,500
| – | – | ﹤0.01% | 1263 |
|
|
2016
Q1 | $160K | Buy |
+6,500
| New | +$160K | ﹤0.01% | 1274 |
|
|
2015
Q1 | – | Sell |
-13,700
| Closed | -$330K | – | 1320 |
|
|
2014
Q4 | $330K | Sell |
13,700
-1,100
| -7% | -$26.5K | ﹤0.01% | 1125 |
|
|
2014
Q3 | $342K | Buy |
+14,800
| New | +$342K | ﹤0.01% | 1115 |
|