SAG
SageView Advisory Group’s Atlantic Union Bankshares AUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
8,824
+23
| +0.3% | +$756 | 0.01% | 504 |
|
|
2025
Q1 | $274K | Buy |
8,801
+185
| +2% | +$5.76K | 0.01% | 493 |
|
|
2024
Q4 | $326K | Hold |
8,616
| – | – | 0.01% | 436 |
|
|
2024
Q3 | $325K | Buy |
+8,616
| New | +$325K | 0.02% | 372 |
|
|
2024
Q2 | – | Sell |
-8,566
| Closed | -$302K | – | 562 |
|
|
2024
Q1 | $302K | Buy |
+8,566
| New | +$302K | 0.02% | 411 |
|
|
2023
Q4 | – | Sell |
-8,441
| Closed | -$243K | – | 664 |
|
|
2023
Q3 | $243K | Buy |
8,441
+205
| +2% | +$5.9K | 0.01% | 470 |
|
|
2023
Q2 | $214K | Buy |
8,236
+230
| +3% | +$5.97K | 0.01% | 521 |
|
|
2023
Q1 | $281K | Buy |
8,006
+150
| +2% | +$5.26K | 0.02% | 396 |
|
|
2022
Q4 | $276K | Buy |
+7,856
| New | +$276K | 0.02% | 340 |
|