Pinnacle Associates’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
$8.51M Buy
271,916
+10,241
+4% +$320K 0.12% 175
2025
Q1
$8.15M Sell
261,675
-1,074
-0.4% -$33.4K 0.12% 182
2024
Q4
$9.95M Sell
262,749
-27,719
-10% -$1.05M 0.14% 162
2024
Q3
$10.6M Buy
290,468
+23,087
+9% +$844K 0.18% 147
2024
Q2
$8.78M Sell
267,381
-21,005
-7% -$690K 0.14% 165
2024
Q1
$10.2M Sell
288,386
-2,082
-0.7% -$73.5K 0.16% 163
2023
Q4
$10.6M Sell
290,468
-1,570
-0.5% -$57.4K 0.18% 149
2023
Q3
$8.4M Buy
292,038
+1,566
+0.5% +$45.1K 0.16% 164
2023
Q2
$7.54M Buy
+290,472
New +$7.54M 0.13% 178