Copeland Capital Management’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 | $67.5K | Buy |
3,492
+491
| +16% | +$9.49K | ﹤0.01% | 175 |
|
|
2025
Q1 | $52.8K | Buy |
3,001
+626
| +26% | +$11K | ﹤0.01% | 190 |
|
|
2024
Q4 | $52.2K | Sell |
2,375
-563
| -19% | -$12.4K | ﹤0.01% | 193 |
|
|
2024
Q3 | $57K | Buy |
+2,938
| New | +$57K | ﹤0.01% | 172 |
|
|
2024
Q2 | – | Sell |
-1,987
| Closed | -$32.5K | – | 196 |
|
|
2024
Q1 | $32.5K | Sell |
1,987
-542
| -21% | -$8.87K | ﹤0.01% | 181 |
|
|
2023
Q4 | $37.7K | Hold |
2,529
| – | – | ﹤0.01% | 152 |
|
|
2023
Q3 | $26.8K | Buy |
2,529
+15
| +0.6% | +$159 | ﹤0.01% | 189 |
|
|
2023
Q2 | $30.4K | Buy |
+2,514
| New | +$30.4K | ﹤0.01% | 172 |
|