Dimensional Fund Advisors’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 | $7.4M | Buy |
382,871
+13,580
| +4% | +$262K | ﹤0.01% | 2393 |
|
|
2025
Q1 | $6.5M | Buy |
369,291
+27,907
| +8% | +$491K | ﹤0.01% | 2417 |
|
|
2024
Q4 | $7.5M | Buy |
341,384
+23,895
| +8% | +$525K | ﹤0.01% | 2415 |
|
|
2024
Q3 | $6.16M | Buy |
317,489
+66,254
| +26% | +$1.29M | ﹤0.01% | 2464 |
|
|
2024
Q2 | $3.87M | Buy |
251,235
+31,589
| +14% | +$486K | ﹤0.01% | 2578 |
|
|
2024
Q1 | $3.59M | Buy |
219,646
+29,217
| +15% | +$478K | ﹤0.01% | 2632 |
|
|
2023
Q4 | $2.84M | Buy |
190,429
+9,153
| +5% | +$136K | ﹤0.01% | 2712 |
|
|
2023
Q3 | $1.92M | Sell |
181,276
-29,863
| -14% | -$316K | ﹤0.01% | 2794 |
|
|
2023
Q2 | $2.56M | Sell |
211,139
-43,143
| -17% | -$522K | ﹤0.01% | 2717 |
|
|
2023
Q1 | $3.55M | Sell |
254,282
-964
| -0.4% | -$13.5K | ﹤0.01% | 2589 |
|
|
2022
Q4 | $5.5K | Buy |
255,246
+3,529
| +1% | +$76 | ﹤0.01% | 2416 |
|
|
2022
Q3 | $5.01M | Buy |
251,717
+17,508
| +7% | +$348K | ﹤0.01% | 2426 |
|
|
2022
Q2 | $5.13M | Buy |
234,209
+16,921
| +8% | +$371K | ﹤0.01% | 2439 |
|
|
2022
Q1 | $4.15M | Buy |
217,288
+2,301
| +1% | +$43.9K | ﹤0.01% | 2593 |
|
|
2021
Q4 | $3.96M | Sell |
214,987
-309
| -0.1% | -$5.69K | ﹤0.01% | 2640 |
|
|
2021
Q3 | $4.74M | Buy |
215,296
+23,930
| +13% | +$527K | ﹤0.01% | 2606 |
|
|
2021
Q2 | $4.38M | Buy |
191,366
+31,568
| +20% | +$723K | ﹤0.01% | 2654 |
|
|
2021
Q1 | $3.28M | Buy |
159,798
+4,306
| +3% | +$88.5K | ﹤0.01% | 2703 |
|
|
2020
Q4 | $2.57M | Buy |
155,492
+174
| +0.1% | +$2.88K | ﹤0.01% | 2737 |
|
|
2020
Q3 | $1.99M | Hold |
155,318
| – | – | ﹤0.01% | 2746 |
|
|
2020
Q2 | $2.25M | Buy |
155,318
+637
| +0.4% | +$9.24K | ﹤0.01% | 2728 |
|
|
2020
Q1 | $1.98M | Buy |
154,681
+7,873
| +5% | +$101K | ﹤0.01% | 2708 |
|
|
2019
Q4 | $3.52M | Buy |
146,808
+3,144
| +2% | +$75.4K | ﹤0.01% | 2714 |
|
|
2019
Q3 | $3.42M | Buy |
143,664
+1,416
| +1% | +$33.7K | ﹤0.01% | 2720 |
|
|
2019
Q2 | $3.39M | Buy |
142,248
+14,716
| +12% | +$351K | ﹤0.01% | 2757 |
|
|
2019
Q1 | $2.9M | Buy |
127,532
+28,622
| +29% | +$650K | ﹤0.01% | 2806 |
|
|
2018
Q4 | $2.45M | Buy |
98,910
+12,620
| +15% | +$313K | ﹤0.01% | 2812 |
|
|
2018
Q3 | $2.32M | Buy |
86,290
+15,770
| +22% | +$423K | ﹤0.01% | 2888 |
|
|
2018
Q2 | $1.95M | Buy |
70,520
+19,753
| +39% | +$546K | ﹤0.01% | 2894 |
|
|
2018
Q1 | $1.31M | Buy |
50,767
+23,480
| +86% | +$607K | ﹤0.01% | 2959 |
|
|
2017
Q4 | $658K | Hold |
27,287
| – | – | ﹤0.01% | 3056 |
|
|
2017
Q3 | $658K | Buy |
27,287
+12,960
| +90% | +$313K | ﹤0.01% | 3067 |
|
|
2017
Q2 | $328K | Buy |
+14,327
| New | +$328K | ﹤0.01% | 3149 |
|