Ritholtz Wealth Management’s Investar Holding Corp ISTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
13,566
-29,227
| -68% | -$565K | 0.01% | 839 |
|
|
2025
Q1 | $754K | Sell |
42,793
-16,440
| -28% | -$290K | 0.02% | 472 |
|
|
2024
Q4 | $1.3M | Buy |
59,233
+20,196
| +52% | +$444K | 0.04% | 311 |
|
|
2024
Q3 | $757K | Buy |
39,037
+18,367
| +89% | +$356K | 0.02% | 443 |
|
|
2024
Q2 | $318K | Buy |
20,670
+9,921
| +92% | +$153K | 0.01% | 639 |
|
|
2024
Q1 | $176K | Buy |
+10,749
| New | +$176K | 0.01% | 749 |
|