Toth Financial 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 | $203K | Sell |
6,493
-250
| -4% | -$7.82K | 0.02% | 208 |
|
|
2025
Q1 | $210K | Sell |
6,743
-100
| -1% | -$3.11K | 0.03% | 200 |
|
|
2024
Q4 | $259K | Sell |
6,843
-250
| -4% | -$9.47K | 0.03% | 193 |
|
|
2024
Q3 | $267K | Sell |
7,093
-200
| -3% | -$7.53K | 0.03% | 189 |
|
|
2024
Q2 | $240K | Hold |
7,293
| – | – | 0.03% | 193 |
|
|
2024
Q1 | $258K | Sell |
7,293
-100
| -1% | -$3.53K | 0.03% | 190 |
|
|
2023
Q4 | $270K | Hold |
7,393
| – | – | 0.04% | 196 |
|
|
2023
Q3 | $213K | Hold |
7,393
| – | – | 0.03% | 191 |
|
|
2023
Q2 | $192K | Hold |
7,393
| – | – | 0.03% | 198 |
|
|
2023
Q1 | $259K | Sell |
7,393
-250
| -3% | -$8.76K | 0.04% | 177 |
|
|
2022
Q4 | $269K | Sell |
7,643
-13,770
| -64% | -$484K | 0.04% | 175 |
|
|
2022
Q3 | $651K | Buy |
21,413
+4,500
| +27% | +$137K | 0.12% | 121 |
|
|
2022
Q2 | $574K | Hold |
16,913
| – | – | 0.1% | 124 |
|
|
2022
Q1 | $621K | Hold |
16,913
| – | – | 0.09% | 145 |
|
|
2021
Q4 | $631K | Hold |
16,913
| – | – | 0.09% | 158 |
|
|
2021
Q3 | $623K | Sell |
16,913
-30
| -0.2% | -$1.11K | 0.09% | 137 |
|
|
2021
Q2 | $614K | Sell |
16,943
-1,675
| -9% | -$60.7K | 0.09% | 138 |
|
|
2021
Q1 | $714K | Hold |
18,618
| – | – | 0.11% | 136 |
|
|
2020
Q4 | $613K | Sell |
18,618
-1,725
| -8% | -$56.8K | 0.11% | 128 |
|
|
2020
Q3 | $435K | Sell |
20,343
-1,200
| -6% | -$25.7K | 0.08% | 139 |
|
|
2020
Q2 | $499K | Hold |
21,543
| – | – | 0.11% | 118 |
|
|
2020
Q1 | $472K | Sell |
21,543
-6,550
| -23% | -$144K | 0.14% | 99 |
|
|
2019
Q4 | $1.06M | Buy |
28,093
+18,950
| +207% | +$712K | 0.21% | 89 |
|
|
2019
Q3 | $341K | Hold |
9,143
| – | – | 0.07% | 129 |
|
|
2019
Q2 | $323K | Buy |
9,143
+3,143
| +52% | +$111K | 0.07% | 134 |
|
|
2019
Q1 | $194K | Buy |
6,000
+5,900
| +5,900% | +$191K | 0.05% | 155 |
|
|
2018
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 347 |
|