Charles Schwab’s Investar Holding Corp ISTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
27,476
+1,698
| +7% | +$32.8K | ﹤0.01% | 3118 |
|
|
2025
Q1 | $454K | Hold |
25,778
| – | – | ﹤0.01% | 3115 |
|
|
2024
Q4 | $566K | Sell |
25,778
-1,000
| -4% | -$22K | ﹤0.01% | 3110 |
|
|
2024
Q3 | $519K | Buy |
26,778
+1,706
| +7% | +$33.1K | ﹤0.01% | 3144 |
|
|
2024
Q2 | $386K | Buy |
+25,072
| New | +$386K | ﹤0.01% | 3293 |
|
|
2021
Q2 | – | Sell |
-23,047
| Closed | -$474K | – | 3476 |
|
|
2021
Q1 | $474K | Buy |
23,047
+106
| +0.5% | +$2.18K | ﹤0.01% | 3094 |
|
|
2020
Q4 | $380K | Sell |
22,941
-88
| -0.4% | -$1.46K | ﹤0.01% | 3078 |
|
|
2020
Q3 | $296K | Sell |
23,029
-1,417
| -6% | -$18.2K | ﹤0.01% | 3026 |
|
|
2020
Q2 | $355K | Buy |
24,446
+2,250
| +10% | +$32.7K | ﹤0.01% | 2967 |
|
|
2020
Q1 | $284K | Hold |
22,196
| – | – | ﹤0.01% | 2912 |
|
|
2019
Q4 | $533K | Hold |
22,196
| – | – | ﹤0.01% | 2796 |
|
|
2019
Q3 | $529K | Hold |
22,196
| – | – | ﹤0.01% | 2776 |
|
|
2019
Q2 | $530K | Buy |
22,196
+1,043
| +5% | +$24.9K | ﹤0.01% | 2781 |
|
|
2019
Q1 | $481K | Sell |
21,153
-206
| -1% | -$4.68K | ﹤0.01% | 2778 |
|
|
2018
Q4 | $530K | Buy |
21,359
+1,933
| +10% | +$48K | ﹤0.01% | 2743 |
|
|
2018
Q3 | $522K | Hold |
19,426
| – | – | ﹤0.01% | 2819 |
|
|
2018
Q2 | $538K | Buy |
19,426
+5,526
| +40% | +$153K | ﹤0.01% | 2784 |
|
|
2018
Q1 | $360K | Hold |
13,900
| – | – | ﹤0.01% | 2823 |
|
|
2017
Q4 | $335K | Hold |
13,900
| – | – | ﹤0.01% | 2841 |
|
|
2017
Q3 | $335K | Hold |
13,900
| – | – | ﹤0.01% | 2837 |
|
|
2017
Q2 | $319K | Buy |
+13,900
| New | +$319K | ﹤0.01% | 2841 |
|