Wells Fargo’s Investar Holding Corp ISTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Buy |
9,361
+2,435
| +35% | +$47K | ﹤0.01% | 4436 |
|
|
2025
Q1 | $122K | Sell |
6,926
-1,383
| -17% | -$24.4K | ﹤0.01% | 4552 |
|
|
2024
Q4 | $182K | Buy |
8,309
+2,688
| +48% | +$59K | ﹤0.01% | 4364 |
|
|
2024
Q3 | $109K | Buy |
5,621
+182
| +3% | +$3.53K | ﹤0.01% | 4575 |
|
|
2024
Q2 | $83.8K | Buy |
5,439
+3,997
| +277% | +$61.6K | ﹤0.01% | 4683 |
|
|
2024
Q1 | $23.6K | Hold |
1,442
| – | – | ﹤0.01% | 5149 |
|
|
2023
Q4 | $21.5K | Sell |
1,442
-122
| -8% | -$1.82K | ﹤0.01% | 5184 |
|
|
2023
Q3 | $16.6K | Buy |
1,564
+1
| +0.1% | +$11 | ﹤0.01% | 5299 |
|
|
2023
Q2 | $18.9K | Sell |
1,563
-1,147
| -42% | -$13.9K | ﹤0.01% | 5456 |
|
|
2023
Q1 | $37.8K | Buy |
2,710
+1,489
| +122% | +$20.8K | ﹤0.01% | 5016 |
|
|
2022
Q4 | $26.3K | Hold |
1,221
| – | – | ﹤0.01% | 4830 |
|
|
2022
Q3 | $24K | Buy |
1,221
+162
| +15% | +$3.18K | ﹤0.01% | 4985 |
|
|
2022
Q2 | $23K | Buy |
1,059
+4
| +0.4% | +$87 | ﹤0.01% | 5094 |
|
|
2022
Q1 | $20K | Hold |
1,055
| – | – | ﹤0.01% | 5670 |
|
|
2021
Q4 | $19K | Hold |
1,055
| – | – | ﹤0.01% | 5834 |
|
|
2021
Q3 | $23K | Sell |
1,055
-2
| -0.2% | -$44 | ﹤0.01% | 5605 |
|
|
2021
Q2 | $24K | Sell |
1,057
-14,214
| -93% | -$323K | ﹤0.01% | 5505 |
|
|
2021
Q1 | $315K | Sell |
15,271
-8,506
| -36% | -$175K | ﹤0.01% | 4635 |
|
|
2020
Q4 | $393K | Sell |
23,777
-1,756
| -7% | -$29K | ﹤0.01% | 4602 |
|
|
2020
Q3 | $327K | Sell |
25,533
-3,506
| -12% | -$44.9K | ﹤0.01% | 4519 |
|
|
2020
Q2 | $422K | Buy |
29,039
+2,202
| +8% | +$32K | ﹤0.01% | 4325 |
|
|
2020
Q1 | $343K | Buy |
26,837
+1,931
| +8% | +$24.7K | ﹤0.01% | 4184 |
|
|
2019
Q4 | $598K | Sell |
24,906
-5,219
| -17% | -$125K | ﹤0.01% | 4138 |
|
|
2019
Q3 | $718K | Sell |
30,125
-2,654
| -8% | -$63.3K | ﹤0.01% | 4017 |
|
|
2019
Q2 | $782K | Buy |
32,779
+721
| +2% | +$17.2K | ﹤0.01% | 3983 |
|
|
2019
Q1 | $728K | Sell |
32,058
-2,665
| -8% | -$60.5K | ﹤0.01% | 4061 |
|
|
2018
Q4 | $861K | Buy |
34,723
+3,895
| +13% | +$96.6K | ﹤0.01% | 3870 |
|
|
2018
Q3 | $828K | Buy |
30,828
+1,894
| +7% | +$50.9K | ﹤0.01% | 4020 |
|
|
2018
Q2 | $800K | Buy |
28,934
+210
| +0.7% | +$5.81K | ﹤0.01% | 4070 |
|
|
2018
Q1 | $745K | Buy |
28,724
+1,465
| +5% | +$38K | ﹤0.01% | 4044 |
|
|
2017
Q4 | $657K | Buy |
27,259
+6,759
| +33% | +$163K | ﹤0.01% | 4111 |
|
|
2017
Q3 | $494K | Buy |
20,500
+20,496
| +512,400% | +$494K | ﹤0.01% | 4236 |
|
|
2017
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 5870 |
|
|
2016
Q3 | – | Sell |
-4,965
| Closed | -$76K | – | 5877 |
|
|
2016
Q2 | $76K | Sell |
4,965
-303
| -6% | -$4.64K | ﹤0.01% | 4792 |
|
|
2016
Q1 | $77K | Sell |
5,268
-275
| -5% | -$4.02K | ﹤0.01% | 4837 |
|
|
2015
Q4 | $98K | Buy |
5,543
+1,141
| +26% | +$20.2K | ﹤0.01% | 4733 |
|
|
2015
Q3 | $68K | Buy |
4,402
+1,100
| +33% | +$17K | ﹤0.01% | 4938 |
|
|
2015
Q2 | $50K | Buy |
3,302
+583
| +21% | +$8.83K | ﹤0.01% | 5131 |
|
|
2015
Q1 | $47K | Sell |
2,719
-528
| -16% | -$9.13K | ﹤0.01% | 4848 |
|
|
2014
Q4 | $45K | Buy |
+3,247
| New | +$45K | ﹤0.01% | 4857 |
|