Pathstone Holdings’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
$399K Sell
12,763
-10,166
-44% -$318K ﹤0.01% 1811
2025
Q1
$718K Sell
22,929
-15,367
-40% -$481K ﹤0.01% 1536
2024
Q4
$1.45M Buy
38,296
+9,378
+32% +$355K 0.01% 1160
2024
Q3
$1.09M Buy
28,918
+10,374
+56% +$391K ﹤0.01% 1322
2024
Q2
$609K Buy
18,544
+10,168
+121% +$334K ﹤0.01% 1583
2024
Q1
$296K Buy
8,376
+1,316
+19% +$46.5K ﹤0.01% 1951
2023
Q4
$258K Buy
+7,060
New +$258K ﹤0.01% 1920