Ameriprise’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
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|
2025
Q1 | $993K | Buy |
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|
2024
Q4 | $194K | Buy |
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|
2024
Q3 | $183K | Sell |
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|
2024
Q2 | $195K | Sell |
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|
2024
Q1 | $193K | Buy |
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|
2023
Q4 | $211K | Sell |
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|
2023
Q3 | $226K | Buy |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $197K | Buy |
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|
2022
Q4 | $198K | Buy |
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|
2022
Q3 | $166K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $269K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $666K | Sell |
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|
2021
Q2 | $1.95M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $171K | Buy |
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