Tiedemann Advisors’s Atlantic Union Bankshares AUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,951
| Closed | -$314K | – | 257 |
|
|
2023
Q1 | $314K | Hold |
8,951
| – | – | 0.01% | 200 |
|
|
2022
Q4 | $315K | Hold |
8,951
| – | – | 0.02% | 193 |
|
|
2022
Q3 | $272K | Hold |
8,951
| – | – | 0.02% | 191 |
|
|
2022
Q2 | $304K | Hold |
8,951
| – | – | 0.02% | 182 |
|
|
2022
Q1 | $328K | Hold |
8,951
| – | – | 0.02% | 221 |
|
|
2021
Q4 | $334K | Hold |
8,951
| – | – | 0.02% | 228 |
|
|
2021
Q3 | $330K | Hold |
8,951
| – | – | 0.02% | 233 |
|
|
2021
Q2 | $324K | Hold |
8,951
| – | – | 0.01% | 281 |
|
|
2021
Q1 | $343K | Hold |
8,951
| – | – | 0.02% | 252 |
|
|
2020
Q4 | $295K | Buy |
+8,951
| New | +$295K | 0.01% | 257 |
|
|
2020
Q3 | – | Sell |
-8,951
| Closed | -$207K | – | 317 |
|
|
2020
Q2 | $207K | Buy |
+8,951
| New | +$207K | 0.01% | 279 |
|
|
2020
Q1 | – | Sell |
-12,385
| Closed | -$465K | – | 293 |
|
|
2019
Q4 | $465K | Hold |
12,385
| – | – | 0.02% | 216 |
|
|
2019
Q3 | $461K | Hold |
12,385
| – | – | 0.02% | 223 |
|
|
2019
Q2 | $438K | Hold |
12,385
| – | – | 0.02% | 210 |
|
|
2019
Q1 | $400K | Hold |
12,385
| – | – | 0.02% | 326 |
|
|
2018
Q4 | $350K | Hold |
12,385
| – | – | 0.02% | 335 |
|
|
2018
Q3 | $477K | Hold |
12,385
| – | – | 0.03% | 232 |
|
|
2018
Q2 | $482K | Hold |
12,385
| – | – | 0.03% | 225 |
|
|
2018
Q1 | $455K | Buy |
+12,385
| New | +$455K | 0.03% | 204 |
|