Ancora Advisors’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Hold |
141,821
| – | – | 0.03% | 321 |
|
|
2025
Q1 | $1.7M | Buy |
141,821
+518
| +0.4% | +$6.2K | 0.04% | 298 |
|
|
2024
Q4 | $1.8M | Sell |
141,303
-490
| -0.3% | -$6.26K | 0.04% | 294 |
|
|
2024
Q3 | $1.77M | Buy |
141,793
+13,754
| +11% | +$171K | 0.04% | 293 |
|
|
2024
Q2 | $1.61M | Sell |
128,039
-2,894
| -2% | -$36.4K | 0.04% | 298 |
|
|
2024
Q1 | $1.44M | Buy |
130,933
+39,659
| +43% | +$436K | 0.03% | 325 |
|
|
2023
Q4 | $1.26M | Buy |
91,274
+8,468
| +10% | +$117K | 0.03% | 334 |
|
|
2023
Q3 | $1.22M | Buy |
82,806
+7,811
| +10% | +$115K | 0.03% | 315 |
|
|
2023
Q2 | $1.19M | Buy |
74,995
+11,377
| +18% | +$181K | 0.03% | 321 |
|
|
2023
Q1 | $814K | Buy |
63,618
+50,040
| +369% | +$641K | 0.02% | 375 |
|
|
2022
Q4 | $220K | Buy |
13,578
+8,707
| +179% | +$141K | 0.01% | 632 |
|
|
2022
Q3 | $80K | Buy |
+4,871
| New | +$80K | ﹤0.01% | 932 |
|
|
2021
Q2 | – | Sell |
-5,112
| Closed | -$137K | – | 1946 |
|
|
2021
Q1 | $137K | Hold |
5,112
| – | – | ﹤0.01% | 782 |
|
|
2020
Q4 | $101K | Sell |
5,112
-225
| -4% | -$4.45K | ﹤0.01% | 737 |
|
|
2020
Q3 | $99K | Sell |
5,337
-315
| -6% | -$5.84K | ﹤0.01% | 708 |
|
|
2020
Q2 | $103K | Sell |
5,652
-362
| -6% | -$6.6K | ﹤0.01% | 691 |
|
|
2020
Q1 | $79K | Buy |
+6,014
| New | +$79K | ﹤0.01% | 780 |
|