O'Shaughnessy Asset Management’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
Q1 | – | Sell |
-5,596
| Closed | -$212K | – | 2307 |
|
|
2024
Q4 | $212K | Buy |
+5,596
| New | +$212K | ﹤0.01% | 1719 |
|
|
2021
Q4 | – | Sell |
-220
| Closed | -$8K | – | 1346 |
|
|
2021
Q3 | $8K | Buy |
+220
| New | +$8K | ﹤0.01% | 2207 |
|
|
2014
Q4 | – | Sell |
-10,044
| Closed | -$231K | – | 1016 |
|
|
2014
Q3 | $231K | Hold |
10,044
| – | – | ﹤0.01% | 533 |
|
|
2014
Q2 | $257K | Hold |
10,044
| – | – | ﹤0.01% | 531 |
|
|
2014
Q1 | $255K | Hold |
10,044
| – | – | 0.01% | 504 |
|
|
2013
Q4 | $249K | Buy |
+10,044
| New | +$249K | 0.01% | 514 |
|