Stifel Financial’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
$4.81M Buy
153,863
+69,762
+83% +$2.18M ﹤0.01% 1273
2025
Q1
$2.62M Buy
84,101
+51,495
+158% +$1.6M ﹤0.01% 1576
2024
Q4
$1.24M Buy
32,606
+121
+0.4% +$4.58K ﹤0.01% 2117
2024
Q3
$1.22M Buy
32,485
+428
+1% +$16.1K ﹤0.01% 2092
2024
Q2
$1.05M Buy
32,057
+4,846
+18% +$159K ﹤0.01% 2131
2024
Q1
$961K Buy
27,211
+400
+1% +$14.1K ﹤0.01% 2205
2023
Q4
$980K Buy
26,811
+1,560
+6% +$57K ﹤0.01% 2159
2023
Q3
$727K Sell
25,251
-296
-1% -$8.52K ﹤0.01% 2266
2023
Q2
$663K Buy
25,547
+3,343
+15% +$86.8K ﹤0.01% 2357
2023
Q1
$778K Buy
22,204
+3,100
+16% +$109K ﹤0.01% 2232
2022
Q4
$671K Sell
19,104
-121
-0.6% -$4.25K ﹤0.01% 2297
2022
Q3
$584K Buy
19,225
+334
+2% +$10.1K ﹤0.01% 2344
2022
Q2
$641K Sell
18,891
-207
-1% -$7.02K ﹤0.01% 2318
2022
Q1
$701K Buy
19,098
+365
+2% +$13.4K ﹤0.01% 2364
2021
Q4
$699K Sell
18,733
-378
-2% -$14.1K ﹤0.01% 2388
2021
Q3
$704K Sell
19,111
-155
-0.8% -$5.71K ﹤0.01% 2353
2021
Q2
$698K Sell
19,266
-305
-2% -$11.1K ﹤0.01% 2368
2021
Q1
$751K Buy
19,571
+28
+0.1% +$1.07K ﹤0.01% 2193
2020
Q4
$644K Sell
19,543
-811
-4% -$26.7K ﹤0.01% 2155
2020
Q3
$435K Sell
20,354
-2,224
-10% -$47.5K ﹤0.01% 2170
2020
Q2
$523K Sell
22,578
-202
-0.9% -$4.68K ﹤0.01% 2014
2020
Q1
$493K Sell
22,780
-999
-4% -$21.6K ﹤0.01% 1873
2019
Q4
$894K Sell
23,779
-872
-4% -$32.8K ﹤0.01% 1909
2019
Q3
$918K Sell
24,651
-194
-0.8% -$7.23K ﹤0.01% 1808
2019
Q2
$883K Sell
24,845
-18,150
-42% -$645K ﹤0.01% 1877
2019
Q1
$1.38M Buy
42,995
+7,811
+22% +$251K ﹤0.01% 1463
2018
Q4
$1.01M Buy
35,184
+3,001
+9% +$85.7K ﹤0.01% 1527
2018
Q3
$1.24M Buy
32,183
+84
+0.3% +$3.24K ﹤0.01% 1546
2018
Q2
$1.25M Buy
32,099
+11,091
+53% +$431K ﹤0.01% 1483
2018
Q1
$772K Buy
+21,008
New +$772K ﹤0.01% 1723
2017
Q1
Sell
-14,435
Closed -$517K 2532
2016
Q4
$517K Buy
14,435
+1,264
+10% +$45.3K ﹤0.01% 1752
2016
Q3
$352K Sell
13,171
-300
-2% -$8.02K ﹤0.01% 1910
2016
Q2
$333K Sell
13,471
-4,684
-26% -$116K ﹤0.01% 1989
2016
Q1
$447K Sell
18,155
-1,862
-9% -$45.8K ﹤0.01% 1640
2015
Q4
$506K Buy
20,017
+9,324
+87% +$236K ﹤0.01% 1653
2015
Q3
$257K Sell
10,693
-2,000
-16% -$48.1K ﹤0.01% 1893
2015
Q2
$295K Hold
12,693
﹤0.01% 1970
2015
Q1
$282K Sell
12,693
-1,421
-10% -$31.6K ﹤0.01% 1932
2014
Q4
$340K Sell
14,114
-197
-1% -$4.75K ﹤0.01% 1797
2014
Q3
$330K Sell
14,311
-300
-2% -$6.92K ﹤0.01% 1746
2014
Q2
$375K Buy
14,611
+3,739
+34% +$96K ﹤0.01% 1658
2014
Q1
$277K Buy
+10,872
New +$277K ﹤0.01% 1763