Wealth Enhancement Advisory Services’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 | $1.76M | Buy |
52,478
+33,348
| +174% | +$1.12M | ﹤0.01% | 1422 |
|
|
2025
Q1 | $596K | Buy |
19,130
+614
| +3% | +$19.1K | ﹤0.01% | 1908 |
|
|
2024
Q4 | $701K | Sell |
18,516
-1,391
| -7% | -$52.7K | ﹤0.01% | 1736 |
|
|
2024
Q3 | $750K | Sell |
19,907
-4,793
| -19% | -$181K | ﹤0.01% | 1561 |
|
|
2024
Q2 | $811K | Sell |
24,700
-99
| -0.4% | -$3.25K | ﹤0.01% | 1374 |
|
|
2024
Q1 | $876K | Buy |
24,799
+166
| +0.7% | +$5.86K | ﹤0.01% | 1299 |
|
|
2023
Q4 | $900K | Buy |
24,633
+534
| +2% | +$19.5K | ﹤0.01% | 1211 |
|
|
2023
Q3 | $694K | Buy |
+24,099
| New | +$694K | ﹤0.01% | 1256 |
|