Kestra Advisory Services’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 | $1.59M | Buy |
+82,084
| New | +$1.59M | 0.01% | 1199 |
|
|
2025
Q1 | – | Sell |
-78,053
| Closed | -$1.72M | – | 2824 |
|
|
2024
Q4 | $1.72M | Buy |
+78,053
| New | +$1.72M | 0.01% | 1083 |
|
|
2024
Q3 | – | Sell |
-108,926
| Closed | -$1.68M | – | 2637 |
|
|
2024
Q2 | $1.68M | Buy |
108,926
+3
| +0% | +$46 | 0.01% | 1051 |
|
|
2024
Q1 | $1.79M | Buy |
+108,923
| New | +$1.79M | 0.01% | 934 |
|
|
2021
Q1 | – | Sell |
-98,343
| Closed | -$1.67M | – | 1949 |
|
|
2020
Q4 | $1.67M | Buy |
+98,343
| New | +$1.67M | 0.02% | 652 |
|