UBS Group’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 | $93.8K | Sell |
4,856
-1,108
| -19% | -$21.4K | ﹤0.01% | 6024 |
|
2025
Q1 | $105K | Sell |
5,964
-1,098
| -16% | -$19.3K | ﹤0.01% | 5749 |
|
2024
Q4 | $155K | Sell |
7,062
-398
| -5% | -$8.74K | ﹤0.01% | 5407 |
|
2024
Q3 | $145K | Buy |
7,460
+2,316
| +45% | +$44.9K | ﹤0.01% | 4916 |
|
2024
Q2 | $79.2K | Buy |
5,144
+3,688
| +253% | +$56.8K | ﹤0.01% | 5203 |
|
2024
Q1 | $23.8K | Sell |
1,456
-1,085
| -43% | -$17.8K | ﹤0.01% | 5675 |
|
2023
Q4 | $37.9K | Buy |
2,541
+2,330
| +1,104% | +$34.7K | ﹤0.01% | 5502 |
|
2023
Q3 | $2.24K | Buy |
211
+86
| +69% | +$911 | ﹤0.01% | 6593 |
|
2023
Q2 | $1.51K | Sell |
125
-1,633
| -93% | -$19.8K | ﹤0.01% | 6819 |
|
2023
Q1 | $24.5K | Buy |
1,758
+261
| +17% | +$3.64K | ﹤0.01% | 5842 |
|
2022
Q4 | $32.2K | Sell |
1,497
-59
| -4% | -$1.27K | ﹤0.01% | 5997 |
|
2022
Q3 | $31K | Buy |
+1,556
| New | +$31K | ﹤0.01% | 5746 |
|
2022
Q2 | – | Sell |
-383
| Closed | -$7K | – | 9478 |
|
2022
Q1 | $7K | Buy |
+383
| New | +$7K | ﹤0.01% | 7763 |
|
2021
Q4 | – | Sell |
-663
| Closed | -$15K | – | 9243 |
|
2021
Q3 | $15K | Buy |
663
+569
| +605% | +$12.9K | ﹤0.01% | 6363 |
|
2021
Q2 | $2K | Sell |
94
-3,294
| -97% | -$70.1K | ﹤0.01% | 7845 |
|
2021
Q1 | $70K | Buy |
3,388
+1,782
| +111% | +$36.8K | ﹤0.01% | 5241 |
|
2020
Q4 | $27K | Buy |
1,606
+150
| +10% | +$2.52K | ﹤0.01% | 5714 |
|
2020
Q3 | $19K | Sell |
1,456
-1,870
| -56% | -$24.4K | ﹤0.01% | 5476 |
|
2020
Q2 | $48K | Sell |
3,326
-2,037
| -38% | -$29.4K | ﹤0.01% | 5055 |
|
2020
Q1 | $68K | Sell |
5,363
-7,040
| -57% | -$89.3K | ﹤0.01% | 4710 |
|
2019
Q4 | $298K | Buy |
12,403
+4,491
| +57% | +$108K | ﹤0.01% | 4313 |
|
2019
Q3 | $188K | Buy |
7,912
+4,836
| +157% | +$115K | ﹤0.01% | 4403 |
|
2019
Q2 | $73K | Buy |
+3,076
| New | +$73K | ﹤0.01% | 4765 |
|
2019
Q1 | – | Sell |
-3,277
| Closed | -$81K | – | 6969 |
|
2018
Q4 | $81K | Buy |
3,277
+685
| +26% | +$16.9K | ﹤0.01% | 4833 |
|
2018
Q3 | $70K | Buy |
2,592
+989
| +62% | +$26.7K | ﹤0.01% | 5003 |
|
2018
Q2 | $44K | Buy |
1,603
+308
| +24% | +$8.45K | ﹤0.01% | 5179 |
|
2018
Q1 | $33K | Sell |
1,295
-411
| -24% | -$10.5K | ﹤0.01% | 5156 |
|
2017
Q4 | $41K | Buy |
1,706
+374
| +28% | +$8.99K | ﹤0.01% | 5043 |
|
2017
Q3 | $32K | Buy |
+1,332
| New | +$32K | ﹤0.01% | 5217 |
|
2016
Q4 | – | Sell |
-9
| Closed | – | – | 6816 |
|
2016
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 6763 |
|
2016
Q2 | – | Sell |
-1,186
| Closed | -$17K | – | 6845 |
|
2016
Q1 | $17K | Buy |
1,186
+963
| +432% | +$13.8K | ﹤0.01% | 5483 |
|
2015
Q4 | $4K | Sell |
223
-91
| -29% | -$1.63K | ﹤0.01% | 6387 |
|
2015
Q3 | $5K | Sell |
314
-4,665
| -94% | -$74.3K | ﹤0.01% | 6276 |
|
2015
Q2 | $76K | Buy |
4,979
+3,882
| +354% | +$59.3K | ﹤0.01% | 4486 |
|
2015
Q1 | $19K | Sell |
1,097
-328
| -23% | -$5.68K | ﹤0.01% | 5415 |
|
2014
Q4 | $20K | Buy |
+1,425
| New | +$20K | ﹤0.01% | 5551 |
|