Arkadios Wealth 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 | $235K | Sell |
20,835
-22,726
| -52% | -$256K | 0.01% | 1118 |
|
|
2025
Q1 | $521K | Buy |
43,561
+260
| +0.6% | +$3.11K | 0.02% | 690 |
|
|
2024
Q4 | $553K | Buy |
43,301
+678
| +2% | +$8.66K | 0.03% | 508 |
|
|
2024
Q3 | $531K | Sell |
42,623
-2,039
| -5% | -$25.4K | 0.03% | 518 |
|
|
2024
Q2 | $561K | Sell |
44,662
-2,617
| -6% | -$32.9K | 0.04% | 435 |
|
|
2024
Q1 | $520K | Buy |
47,279
+1,344
| +3% | +$14.8K | 0.04% | 372 |
|
|
2023
Q4 | $634K | Sell |
45,935
-3,450
| -7% | -$47.6K | 0.05% | 310 |
|
|
2023
Q3 | $728K | Sell |
49,385
-3,141
| -6% | -$46.3K | 0.07% | 267 |
|
|
2023
Q2 | $835K | Buy |
52,526
+3,148
| +6% | +$50.1K | 0.1% | 212 |
|
|
2023
Q1 | $632K | Sell |
49,378
-2,731
| -5% | -$35K | 0.08% | 258 |
|
|
2022
Q4 | $847K | Buy |
52,109
+5,781
| +12% | +$93.9K | 0.11% | 193 |
|
|
2022
Q3 | $756K | Buy |
46,328
+1,237
| +3% | +$20.2K | 0.11% | 193 |
|
|
2022
Q2 | $854K | Buy |
45,091
+1,200
| +3% | +$22.7K | 0.13% | 191 |
|
|
2022
Q1 | $1.17M | Buy |
43,891
+1,882
| +4% | +$50.3K | 0.15% | 159 |
|
|
2021
Q4 | $1.16M | Sell |
42,009
-7,644
| -15% | -$211K | 0.15% | 156 |
|
|
2021
Q3 | $1.38M | Buy |
49,653
+4,778
| +11% | +$132K | 0.2% | 122 |
|
|
2021
Q2 | $1.57M | Buy |
44,875
+825
| +2% | +$28.8K | 0.19% | 136 |
|
|
2021
Q1 | $1.18M | Sell |
44,050
-676
| -2% | -$18K | 0.19% | 133 |
|
|
2020
Q4 | $880K | Buy |
+44,726
| New | +$880K | 0.18% | 122 |
|
|
2020
Q2 | – | Sell |
-41,911
| Closed | -$554K | – | 1072 |
|
|
2020
Q1 | $554K | Buy |
41,911
+6,315
| +18% | +$83.4K | 0.35% | 68 |
|
|
2019
Q4 | $750K | Buy |
+35,596
| New | +$750K | 0.45% | 52 |
|