Orion Portfolio Solutions’s Atlantic Union Bankshares AUB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.27M Buy
40,692
+1,819
+5% +$56.6K 0.01% 951
2024
Q4
$1.47M Buy
38,873
+5,023
+15% +$190K 0.01% 849
2024
Q3
$1.28M Sell
33,850
-1,892
-5% -$71.3K 0.01% 915
2024
Q2
$1.17M Sell
35,742
-4,380
-11% -$144K 0.01% 914
2024
Q1
$1.42M Sell
40,122
-919
-2% -$32.5K 0.02% 828
2023
Q4
$1.49M Sell
41,041
-4,380
-10% -$159K 0.02% 770
2023
Q3
$1.31M Sell
45,421
-1,324
-3% -$38.1K 0.02% 806
2023
Q2
$1.21M Sell
46,745
-3,170
-6% -$82.3K 0.01% 869
2023
Q1
$1.75M Buy
+49,915
New +$1.75M 0.02% 647
2020
Q3
Sell
-201
Closed -$5K 549
2020
Q2
$5K Sell
201
-20
-9% -$498 ﹤0.01% 1440
2020
Q1
$5K Sell
221
-153
-41% -$3.46K ﹤0.01% 1273
2019
Q4
$14K Buy
+374
New +$14K ﹤0.01% 873