Osaic Holdings’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 | – | Sell |
-2,241
| Closed | -$39.5K | – | 7376 |
|
2025
Q1 | $39.5K | Buy |
2,241
+1,127
| +101% | +$19.8K | ﹤0.01% | 4865 |
|
2024
Q4 | $24.5K | Buy |
1,114
+5
| +0.5% | +$110 | ﹤0.01% | 5179 |
|
2024
Q3 | $21.5K | Buy |
+1,109
| New | +$21.5K | ﹤0.01% | 5300 |
|
2022
Q3 | – | Sell |
-908
| Closed | -$20K | – | 7248 |
|
2022
Q2 | $20K | Buy |
+908
| New | +$20K | ﹤0.01% | 5596 |
|
2022
Q1 | – | Sell |
-200
| Closed | -$4K | – | 7152 |
|
2021
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 6639 |
|
2021
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 6600 |
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 6330 |
|
2021
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 6211 |
|
2020
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 5880 |
|
2020
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 5672 |
|
2020
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 5599 |
|
2020
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 5464 |
|