Steel Grove Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Buy |
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|
2025
Q1 | $805K | Sell |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $789K | Buy |
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|
2024
Q1 | $834K | Sell |
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|
2023
Q4 | $845K | Buy |
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|
2023
Q3 | $595K | Sell |
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|
2023
Q2 | $689K | Buy |
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|
2023
Q1 | $774K | Buy |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.29M | Buy |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $884K | Buy |
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|
2020
Q3 | $682K | Buy |
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|
2020
Q2 | $769K | Buy |
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|
2020
Q1 | $674K | Buy |
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|
2019
Q4 | $1.26M | Buy |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q2 | $1.25M | Buy |
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|
2019
Q1 | $1.19M | Buy |
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|
2018
Q4 | $1.17M | Buy |
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|
2018
Q3 | $1.25M | Buy |
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|
2018
Q2 | $1.29M | Buy |
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|
2018
Q1 | $1.2M | Buy |
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|
2017
Q4 | $1.12M | Buy |
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|
2017
Q3 | $1.12M | Buy |
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|
2017
Q2 | $1.04M | Buy |
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|
2017
Q1 | $995K | Buy |
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|
2016
Q4 | $847K | Hold |
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|
2016
Q3 | $697K | Buy |
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|
2016
Q2 | $308K | Buy |
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