Wellington Management Group’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 | $3.99M | Hold |
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|
2025
Q1 | $3.64M | Sell |
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|
2024
Q4 | $5.03M | Buy |
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|
2024
Q3 | $3.13M | Buy |
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|
2024
Q2 | $1.66M | Sell |
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|
2024
Q1 | $1.87M | Sell |
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|
2023
Q4 | $1.96M | Hold |
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|
2023
Q3 | $1.39M | Hold |
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|
2023
Q2 | $1.59M | Sell |
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|
2023
Q1 | $2.7M | Buy |
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|
2022
Q4 | $4.03M | Hold |
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|
2022
Q3 | $3.73M | Sell |
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|
2022
Q2 | $4.15M | Hold |
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|
2022
Q1 | $3.61M | Buy |
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|
2021
Q4 | $2.92M | Sell |
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|
2021
Q3 | $4.8M | Buy |
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|
2021
Q2 | $3.32M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $4.98M | Sell |
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|
2016
Q1 | $5.73M | Sell |
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|
2015
Q4 | $7.08M | Hold |
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|
2015
Q3 | $6.23M | Sell |
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|
2015
Q2 | $6.23M | Sell |
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|
2015
Q1 | $8.42M | Hold |
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|
2014
Q4 | $6.82M | Hold |
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|
2014
Q3 | $6.55M | Buy |
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