Partners in Financial Planning’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	-6,000	Closed	-$227K	–	102
2024 Q4	$227K	Buy	6,000 +76	+1%	+$2.88K	0.05%	99
2024 Q3	$223K	Buy	+5,924	New	+$223K	0.05%	103