Steward Partners Investment Advisory’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 | $122K | Buy |
3,885
+1,243
| +47% | +$38.9K | ﹤0.01% | 1997 |
|
|
2025
Q1 | $82.3K | Hold |
2,642
| – | – | ﹤0.01% | 2126 |
|
|
2024
Q4 | $100K | Buy |
2,642
+101
| +4% | +$3.83K | ﹤0.01% | 1984 |
|
|
2024
Q3 | $95.7K | Buy |
2,541
+275
| +12% | +$10.4K | ﹤0.01% | 1895 |
|
|
2024
Q2 | $74.4K | Sell |
2,266
-841
| -27% | -$27.6K | ﹤0.01% | 1915 |
|
|
2024
Q1 | $110K | Buy |
3,107
+1,860
| +149% | +$65.7K | ﹤0.01% | 1721 |
|
|
2023
Q4 | $45.6K | Sell |
1,247
-2,754
| -69% | -$101K | ﹤0.01% | 2038 |
|
|
2023
Q3 | $115K | Hold |
4,001
| – | – | ﹤0.01% | 1513 |
|
|
2023
Q2 | $104K | Sell |
4,001
-27,768
| -87% | -$721K | ﹤0.01% | 1569 |
|
|
2023
Q1 | $1.11M | Sell |
31,769
-177
| -0.6% | -$6.2K | 0.02% | 658 |
|
|
2022
Q4 | $1.12M | Buy |
31,946
+1,837
| +6% | +$64.6K | 0.02% | 627 |
|
|
2022
Q3 | $915K | Buy |
30,109
+1,544
| +5% | +$46.9K | 0.02% | 651 |
|
|
2022
Q2 | $969K | Buy |
28,565
+3
| +0% | +$102 | 0.02% | 641 |
|
|
2022
Q1 | $1.05M | Buy |
28,562
+2,071
| +8% | +$76K | 0.02% | 670 |
|
|
2021
Q4 | $988K | Buy |
26,491
+2,475
| +10% | +$92.3K | 0.02% | 693 |
|
|
2021
Q3 | $885K | Buy |
24,016
+1,349
| +6% | +$49.7K | 0.02% | 705 |
|
|
2021
Q2 | $821K | Buy |
22,667
+80
| +0.4% | +$2.9K | 0.01% | 752 |
|
|
2021
Q1 | $866K | Hold |
22,587
| – | – | 0.02% | 695 |
|
|
2020
Q4 | $744K | Sell |
22,587
-405
| -2% | -$13.3K | 0.02% | 653 |
|
|
2020
Q3 | $491K | Buy |
22,992
+9,743
| +74% | +$208K | 0.01% | 672 |
|
|
2020
Q2 | $307K | Buy |
13,249
+1,775
| +15% | +$41.1K | 0.01% | 750 |
|
|
2020
Q1 | $251K | Buy |
11,474
+1,503
| +15% | +$32.9K | 0.01% | 728 |
|
|
2019
Q4 | $374K | Buy |
9,971
+397
| +4% | +$14.9K | 0.01% | 703 |
|
|
2019
Q3 | $356K | Buy |
9,574
+2,007
| +27% | +$74.6K | 0.01% | 674 |
|
|
2019
Q2 | $267K | Buy |
+7,567
| New | +$267K | 0.01% | 729 |
|