Toth Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $220K | Sell |
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|
2025
Q2 | $203K | Sell |
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2025
Q1 | $210K | Sell |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $270K | Hold |
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|
2023
Q3 | $213K | Hold |
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|
2023
Q2 | $192K | Hold |
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|
2023
Q1 | $259K | Sell |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $651K | Buy |
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|
2022
Q2 | $574K | Hold |
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|
2022
Q1 | $621K | Hold |
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|
2021
Q4 | $631K | Hold |
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|
2021
Q3 | $623K | Sell |
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|
2021
Q2 | $614K | Sell |
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|
2021
Q1 | $714K | Hold |
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|
2020
Q4 | $613K | Sell |
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|
2020
Q3 | $435K | Sell |
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|
2020
Q2 | $499K | Hold |
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|
2020
Q1 | $472K | Sell |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $341K | Hold |
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|
2019
Q2 | $323K | Buy |
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|
2019
Q1 | $194K | Buy |
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|
2018
Q4 | $3K | Buy |
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