Salomon & Ludwin’s Atlantic Union Bankshares AUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$801K	Hold	22,182	–	–	0.07%	96
2025 Q4	$802K	Buy	22,182 +4,687	+27%	+$161K	0.07%	96
2025 Q3	$624K	Buy	17,495 +570	+3%	+$19.4K	0.06%	102
2025 Q2	$562K	Hold	16,925	–	–	0.06%	101
2025 Q1	$527K	Hold	16,925	–	–	0.06%	100
2024 Q4	$641K	Sell	16,925 -397	-2%	-$15.7K	0.07%	91
2024 Q3	$653K	Sell	17,322 -498	-3%	-$18.7K	0.07%	96
2024 Q2	$585K	Hold	17,820	–	–	0.07%	102
2024 Q1	$629K	Hold	17,820	–	–	0.05%	110
2023 Q4	$513K	Hold	17,820	–	–	0.05%	114
2023 Q3	$513K	Hold	17,820	–	–	0.05%	114
2023 Q2	$462K	Hold	17,820	–	–	0.05%	117
2023 Q1	$625K	Buy	17,820 +759	+4%	+$28.1K	0.07%	98
2022 Q4	$600K	Hold	17,061	–	–	0.08%	100
2022 Q3	$518K	Buy	17,061 +2,819	+20%	+$95K	0.08%	86
2022 Q2	$483K	Buy	14,242 +7,939	+126%	+$275K	0.07%	77
2022 Q1	$231K	Hold	6,303	–	–	0.03%	114
2021 Q4	$235K	Hold	6,303	–	–	0.03%	103
2021 Q3	$232K	Hold	6,303	–	–	0.04%	90
2021 Q2	$228K	Buy	+6,303	New	+$247K	0.04%	77
2020 Q2	–	Sell	-732	Closed	-$16K	–	77
2020 Q1	$16K	Hold	732	–	–	﹤0.01%	148
2019 Q4	$27K	Hold	732	–	–	0.01%	138
2019 Q3	$27K	Hold	732	–	–	0.01%	126
2019 Q2	$26K	Sell	732 -5,571	-88%	-$194K	0.01%	120
2019 Q1	$204K	Buy	6,303 +5,571	+761%	+$186K	0.04%	41
2018 Q4	$21K	Buy	+732	New	+$24.6K	﹤0.01%	120