Wills Financial Group’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
2024
Q2
Sell
2024
Q1
$212K Buy
2023
Q4
$220K Sell
2023
Q3
$809K Buy
2023
Q2
$730K Sell
2023
Q1
$991K Buy
2022
Q4
$993K Buy
2022
Q3
$856K Sell
2022
Q2
$959K Hold
2022
Q1
$1.04M Hold
2021
Q4
$1.05M Hold
2021
Q3
$1.04M Hold
2021
Q2
$1.02M Buy
2018
Q4
Sell
2018
Q3
$207K Hold
2018
Q2
$209K Buy