Wealthspire Advisors (New York)’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 | $186K | Sell |
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|
2025
Q2 | $234K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.58M | Hold |
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|
2023
Q4 | $1.64M | Sell |
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|
2023
Q3 | $1.58M | Hold |
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|
2023
Q2 | $1.42M | Hold |
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|
2023
Q1 | $1.92M | Hold |
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|
2022
Q4 | $1.93M | Hold |
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|
2022
Q3 | $1.67M | Buy |
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|
2022
Q2 | $1.63M | Hold |
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|
2022
Q1 | $1.76M | Hold |
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|
2021
Q4 | $1.79M | Sell |
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|
2021
Q3 | $2.86M | Buy |
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|
2021
Q2 | $2.8M | Hold |
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|
2021
Q1 | $2.97M | Buy |
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|
2020
Q4 | $2.53M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.77M | Buy |
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