Charles Schwab’s Investar Holding Corp ISTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $602K | Sell |
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|
2025
Q2 | $531K | Buy |
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|
2025
Q1 | $454K | Hold |
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|
2024
Q4 | $566K | Sell |
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|
2024
Q3 | $519K | Buy |
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|
2024
Q2 | $386K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $474K | Buy |
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|
2020
Q4 | $380K | Sell |
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|
2020
Q3 | $296K | Sell |
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|
2020
Q2 | $355K | Buy |
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|
2020
Q1 | $284K | Hold |
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|
2019
Q4 | $533K | Hold |
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|
2019
Q3 | $529K | Hold |
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|
2019
Q2 | $530K | Buy |
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|
2019
Q1 | $481K | Sell |
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|
2018
Q4 | $530K | Buy |
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|
2018
Q3 | $522K | Hold |
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|
2018
Q2 | $538K | Buy |
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|
2018
Q1 | $360K | Hold |
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|
2017
Q4 | $335K | Hold |
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|
2017
Q3 | $335K | Hold |
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|
2017
Q2 | $319K | Buy |
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