Taylor Financial Group’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 | $486K | Sell |
15,534
-2,180
| -12% | -$68.2K | 0.3% | 65 |
|
|
2025
Q1 | $552K | Sell |
17,714
-18
| -0.1% | -$561 | 0.38% | 54 |
|
|
2024
Q4 | $672K | Hold |
17,732
| – | – | 0.47% | 45 |
|
|
2024
Q3 | $668K | Hold |
17,732
| – | – | 0.46% | 46 |
|
|
2024
Q2 | $582K | Buy |
17,732
+3,971
| +29% | +$130K | 0.45% | 48 |
|
|
2024
Q1 | $486K | Sell |
13,761
-4,060
| -23% | -$143K | 0.37% | 56 |
|
|
2023
Q4 | $651K | Buy |
+17,821
| New | +$651K | 0.54% | 46 |
|