Vista Investment Management’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
$390K Buy
2025
Q2
$313K Buy
2025
Q1
$286K Buy
2024
Q4
$344K Sell
2024
Q3
$344K Sell
2024
Q2
$301K Hold
2024
Q1
$323K Buy
2023
Q4
$330K Buy
2023
Q3
$249K Hold
2023
Q2
$224K Buy
2023
Q1
$220K Hold
2022
Q4
$221K Buy
2022
Q3
Sell
2022
Q2
$206K Buy
2022
Q1
$201K Hold
2021
Q4
$204K Hold
2021
Q3
$202K Buy
2021
Q2
Sell
2021
Q1
$210K Buy