Stratos Wealth Partners’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 | $233K | Hold |
12,065
| – | – | ﹤0.01% | 1260 |
|
|
2025
Q1 | $212K | Sell |
12,065
-30
| -0.2% | -$528 | ﹤0.01% | 1249 |
|
|
2024
Q4 | $266K | Hold |
12,095
| – | – | ﹤0.01% | 1201 |
|
|
2024
Q3 | $235K | Buy |
12,095
+30
| +0.2% | +$582 | ﹤0.01% | 1263 |
|
|
2024
Q2 | $186K | Hold |
12,065
| – | – | ﹤0.01% | 1278 |
|
|
2024
Q1 | $197K | Hold |
12,065
| – | – | ﹤0.01% | 1291 |
|
|
2023
Q4 | $180K | Buy |
+12,065
| New | +$180K | ﹤0.01% | 1288 |
|
|
2019
Q1 | – | Sell |
-8,048
| Closed | -$200K | – | 947 |
|
|
2018
Q4 | $200K | Hold |
8,048
| – | – | 0.01% | 795 |
|
|
2018
Q3 | $216K | Hold |
8,048
| – | – | 0.01% | 815 |
|
|
2018
Q2 | $223K | Hold |
8,048
| – | – | 0.01% | 859 |
|
|
2018
Q1 | $208K | Hold |
8,048
| – | – | 0.01% | 877 |
|
|
2017
Q4 | $194K | Buy |
+8,048
| New | +$194K | 0.01% | 895 |
|