Arkadios Wealth Advisors’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 | $235K | Sell |
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|
2025
Q1 | $521K | Buy |
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|
2024
Q4 | $553K | Buy |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $561K | Sell |
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|
2024
Q1 | $520K | Buy |
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|
2023
Q4 | $634K | Sell |
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|
2023
Q3 | $728K | Sell |
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|
2023
Q2 | $835K | Buy |
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|
2023
Q1 | $632K | Sell |
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|
2022
Q4 | $847K | Buy |
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|
2022
Q3 | $756K | Buy |
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|
2022
Q2 | $854K | Buy |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | $1.57M | Buy |
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|
2021
Q1 | $1.18M | Sell |
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|
2020
Q4 | $880K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $554K | Buy |
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|
2019
Q4 | $750K | Buy |
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