Petiole USA’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 | $2.82M | Hold |
146,069
| – | – | 2% | 23 |
|
|
2025
Q1 | $2.57M | Hold |
146,069
| – | – | 1.82% | 25 |
|
|
2024
Q4 | $3.21M | Sell |
146,069
-25,974
| -15% | -$570K | 2.02% | 23 |
|
|
2024
Q3 | $3.34M | Hold |
172,043
| – | – | 2.18% | 21 |
|
|
2024
Q2 | $2.65M | Hold |
172,043
| – | – | 2.22% | 22 |
|
|
2024
Q1 | $2.81M | Hold |
172,043
| – | – | 2.2% | 22 |
|
|
2023
Q4 | $2.57M | Hold |
172,043
| – | – | 1.9% | 23 |
|
|
2023
Q3 | $1.82M | Hold |
172,043
| – | – | 1.67% | 24 |
|
|
2023
Q2 | $2.08M | Hold |
172,043
| – | – | 2.04% | 23 |
|
|
2023
Q1 | $2.4M | Hold |
172,043
| – | – | 2.01% | 21 |
|
|
2022
Q4 | $3.7M | Hold |
172,043
| – | – | 2.71% | 20 |
|
|
2022
Q3 | $3.42M | Hold |
172,043
| – | – | 2.55% | 22 |
|
|
2022
Q2 | $3.77M | Hold |
172,043
| – | – | 3.29% | 12 |
|
|
2022
Q1 | $3.28M | Hold |
172,043
| – | – | 2.54% | 17 |
|
|
2021
Q4 | $3.17M | Buy |
+172,043
| New | +$3.17M | 2.27% | 21 |
|