Wealthspire Advisors (New York)’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 | $234K | Buy |
+7,494
| New | +$234K | ﹤0.01% | 739 |
|
|
2024
Q2 | – | Sell |
-44,848
| Closed | -$1.58M | – | 667 |
|
|
2024
Q1 | $1.58M | Hold |
44,848
| – | – | 0.02% | 237 |
|
|
2023
Q4 | $1.64M | Sell |
44,848
-10,000
| -18% | -$365K | 0.02% | 226 |
|
|
2023
Q3 | $1.58M | Hold |
54,848
| – | – | 0.03% | 201 |
|
|
2023
Q2 | $1.42M | Hold |
54,848
| – | – | 0.02% | 198 |
|
|
2023
Q1 | $1.92M | Hold |
54,848
| – | – | 0.03% | 159 |
|
|
2022
Q4 | $1.93M | Hold |
54,848
| – | – | 0.04% | 159 |
|
|
2022
Q3 | $1.67M | Buy |
54,848
+6,825
| +14% | +$207K | 0.03% | 162 |
|
|
2022
Q2 | $1.63M | Hold |
48,023
| – | – | 0.03% | 156 |
|
|
2022
Q1 | $1.76M | Hold |
48,023
| – | – | 0.04% | 136 |
|
|
2021
Q4 | $1.79M | Sell |
48,023
-29,668
| -38% | -$1.11M | 0.04% | 157 |
|
|
2021
Q3 | $2.86M | Buy |
77,691
+333
| +0.4% | +$12.3K | 0.06% | 131 |
|
|
2021
Q2 | $2.8M | Hold |
77,358
| – | – | 0.07% | 94 |
|
|
2021
Q1 | $2.97M | Buy |
77,358
+500
| +0.7% | +$19.2K | 0.07% | 130 |
|
|
2020
Q4 | $2.53M | Buy |
+76,858
| New | +$2.53M | 0.08% | 115 |
|
|
2020
Q2 | – | Sell |
-126,658
| Closed | -$2.77M | – | 298 |
|
|
2020
Q1 | $2.77M | Buy |
+126,658
| New | +$2.77M | 0.12% | 99 |
|