Bank of New York Mellon’s NewtekOne NEWT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.04M Sell
269,656
-134
-0% -$1.51K ﹤0.01% 2530
2025
Q1
$3.23M Sell
269,790
-9,211
-3% -$110K ﹤0.01% 2433
2024
Q4
$3.56M Buy
279,001
+113,261
+68% +$1.45M ﹤0.01% 2463
2024
Q3
$2.07M Sell
165,740
-18,313
-10% -$228K ﹤0.01% 2722
2024
Q2
$2.31M Buy
184,053
+6,640
+4% +$83.5K ﹤0.01% 2717
2024
Q1
$1.95M Sell
177,413
-3,513
-2% -$38.6K ﹤0.01% 2768
2023
Q4
$2.5M Buy
180,926
+108,775
+151% +$1.5M ﹤0.01% 2717
2023
Q3
$1.06M Buy
72,151
+1,798
+3% +$26.5K ﹤0.01% 3111
2023
Q2
$1.12M Buy
+70,353
New +$1.12M ﹤0.01% 3126