Janney Montgomery Scott’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 | $457K | Sell |
23,654
-3,729
| -14% | -$72K | ﹤0.01% | 2070 |
|
|
2025
Q1 | $482K | Sell |
27,383
-3,332
| -11% | -$58.7K | ﹤0.01% | 2012 |
|
|
2024
Q4 | $675K | Sell |
30,715
-1,033
| -3% | -$22.7K | ﹤0.01% | 1806 |
|
|
2024
Q3 | $616K | Sell |
31,748
-471
| -1% | -$9.14K | ﹤0.01% | 1822 |
|
|
2024
Q2 | $496K | Buy |
+32,219
| New | +$496K | ﹤0.01% | 1896 |
|
|
2024
Q1 | – | Sell |
-10,500
| Closed | -$157K | – | 2775 |
|
|
2023
Q4 | $157K | Sell |
10,500
-29,966
| -74% | -$448K | ﹤0.01% | 2507 |
|
|
2023
Q3 | $429K | Buy |
40,466
+28,266
| +232% | +$300K | ﹤0.01% | 1887 |
|
|
2023
Q2 | $148K | Hold |
12,200
| – | – | ﹤0.01% | 2513 |
|
|
2023
Q1 | $170K | Hold |
12,200
| – | – | ﹤0.01% | 2316 |
|
|
2022
Q4 | $263K | Hold |
12,200
| – | – | ﹤0.01% | 2208 |
|
|
2022
Q3 | $243K | Hold |
12,200
| – | – | ﹤0.01% | 2152 |
|
|
2022
Q2 | $266K | Sell |
12,200
-300
| -2% | -$6.54K | ﹤0.01% | 1983 |
|
|
2022
Q1 | $239K | Buy |
+12,500
| New | +$239K | ﹤0.01% | 1998 |
|