NewEdge Advisors’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
2026 Q1	$92.6K	Buy	3,396 +5	+0.1%	+$140	﹤0.01%	2775
2025 Q4	$90.6K	Buy	3,391 +5	+0.1%	+$123	﹤0.01%	2792
2025 Q3	$78.6K	Buy	3,386 +6	+0.2%	+$135	﹤0.01%	2682
2025 Q2	$65.3K	Buy	3,380 +7	+0.2%	+$129	﹤0.01%	2582
2025 Q1	$59.4K	Buy	3,373 +6	+0.2%	+$113	﹤0.01%	2486
2024 Q4	$73.9K	Buy	3,367 +6	+0.2%	+$131	﹤0.01%	2385
2024 Q3	$65.2K	Buy	3,361 +6	+0.2%	+$106	﹤0.01%	2352
2024 Q2	$51.7K	Buy	3,355 +761	+29%	+$12K	﹤0.01%	2330
2024 Q1	$42.4K	Buy	2,594 +7	+0.3%	+$115	﹤0.01%	2366
2023 Q4	$38.6K	Buy	2,587 +11	+0.4%	+$125	﹤0.01%	2311
2023 Q3	$27.3K	Buy	2,576 +8	+0.3%	+$103	﹤0.01%	2290
2023 Q2	$31.1K	Buy	2,568 +8	+0.3%	+$98	﹤0.01%	2251
2023 Q1	$35.7K	Buy	2,560 +1,131	+79%	+$21.8K	﹤0.01%	2134
2022 Q4	$31	Buy	+1,429	New	+$30.7K	﹤0.01%	3541