Copeland Capital Management’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
$80.3K Sell
2025
Q2
$67.5K Buy
2025
Q1
$52.8K Buy
2024
Q4
$52.2K Sell
2024
Q3
$57K Buy
2024
Q2
Sell
2024
Q1
$32.5K Sell
2023
Q4
$37.7K Hold
2023
Q3
$26.8K Buy
2023
Q2
$30.4K Buy