Beacon Investment 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 | $289K | Buy |
25,565
+219
| +0.9% | +$2.48K | 0.12% | 132 |
|
|
2025
Q1 | $303K | Buy |
25,346
+90
| +0.4% | +$1.08K | 0.14% | 130 |
|
|
2024
Q4 | $323K | Buy |
25,256
+749
| +3% | +$9.57K | 0.15% | 124 |
|
|
2024
Q3 | $305K | Buy |
24,507
+1,718
| +8% | +$21.4K | 0.14% | 127 |
|
|
2024
Q2 | $286K | Buy |
22,789
+1,746
| +8% | +$21.9K | 0.15% | 124 |
|
|
2024
Q1 | $231K | Buy |
21,043
+6,037
| +40% | +$66.4K | 0.13% | 120 |
|
|
2023
Q4 | $207K | Buy |
15,006
+392
| +3% | +$5.41K | 0.13% | 118 |
|
|
2023
Q3 | $216K | Buy |
14,614
+465
| +3% | +$6.86K | 0.15% | 112 |
|
|
2023
Q2 | $225K | Buy |
14,149
+1,921
| +16% | +$30.5K | 0.15% | 116 |
|
|
2023
Q1 | $157K | Buy |
12,228
+356
| +3% | +$4.56K | 0.11% | 122 |
|
|
2022
Q4 | $193K | Buy |
+11,872
| New | +$193K | 0.16% | 120 |
|