O'Shaughnessy Asset Management’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 | $835K | Sell |
43,194
-23,726
| -35% | -$458K | 0.01% | 1132 |
|
|
2025
Q1 | $1.18M | Sell |
66,920
-31,373
| -32% | -$552K | 0.01% | 920 |
|
|
2024
Q4 | $2.16M | Buy |
98,293
+27,254
| +38% | +$598K | 0.02% | 631 |
|
|
2024
Q3 | $1.41M | Buy |
71,039
+30,768
| +76% | +$610K | 0.01% | 777 |
|
|
2024
Q2 | $620K | Buy |
40,271
+9,458
| +31% | +$146K | 0.01% | 1030 |
|
|
2024
Q1 | $504K | Buy |
+30,813
| New | +$504K | 0.01% | 1100 |
|