Vista Investment Management’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 | $313K | Buy |
9,997
+798
| +9% | +$25K | 0.12% | 144 |
|
|
2025
Q1 | $286K | Buy |
9,199
+129
| +1% | +$4.02K | 0.11% | 148 |
|
|
2024
Q4 | $344K | Sell |
9,070
-50
| -0.5% | -$1.89K | 0.13% | 139 |
|
|
2024
Q3 | $344K | Sell |
9,120
-30
| -0.3% | -$1.13K | 0.13% | 139 |
|
|
2024
Q2 | $301K | Hold |
9,150
| – | – | 0.12% | 143 |
|
|
2024
Q1 | $323K | Buy |
9,150
+120
| +1% | +$4.24K | 0.13% | 143 |
|
|
2023
Q4 | $330K | Buy |
9,030
+395
| +5% | +$14.4K | 0.15% | 129 |
|
|
2023
Q3 | $249K | Hold |
8,635
| – | – | 0.13% | 145 |
|
|
2023
Q2 | $224K | Buy |
8,635
+2,354
| +37% | +$61.1K | 0.11% | 159 |
|
|
2023
Q1 | $220K | Hold |
6,281
| – | – | 0.12% | 158 |
|
|
2022
Q4 | $221K | Buy |
+6,281
| New | +$221K | 0.13% | 146 |
|
|
2022
Q3 | – | Sell |
-6,081
| Closed | -$206K | – | 158 |
|
|
2022
Q2 | $206K | Buy |
6,081
+612
| +11% | +$20.7K | 0.12% | 155 |
|
|
2022
Q1 | $201K | Hold |
5,469
| – | – | 0.11% | 162 |
|
|
2021
Q4 | $204K | Hold |
5,469
| – | – | 0.11% | 161 |
|
|
2021
Q3 | $202K | Buy |
+5,469
| New | +$202K | 0.12% | 154 |
|
|
2021
Q2 | – | Sell |
-5,469
| Closed | -$210K | – | 156 |
|
|
2021
Q1 | $210K | Buy |
+5,469
| New | +$210K | 0.13% | 148 |
|