Commonwealth Equity Services’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 | – | Sell |
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|
2025
Q1 | $122K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $127K | Buy |
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|
2024
Q2 | $127K | Sell |
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|
2024
Q1 | $134K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $250K | Sell |
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|
2023
Q2 | $273K | Buy |
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|
2023
Q1 | $205 | Sell |
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|
2022
Q4 | $465K | Sell |
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|
2022
Q3 | $687K | Sell |
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|
2022
Q2 | $897K | Buy |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q3 | $1.56M | Sell |
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|
2021
Q2 | $2.58M | Buy |
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|
2021
Q1 | $1.87M | Sell |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $823K | Buy |
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|
2019
Q4 | $1.26M | Buy |
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|
2019
Q3 | $1.23M | Sell |
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|
2019
Q2 | $1.35M | Buy |
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $905K | Buy |
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|
2018
Q3 | $847K | Buy |
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|
2018
Q2 | $717K | Buy |
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|
2018
Q1 | $643K | Buy |
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|
2017
Q4 | $594K | Buy |
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|
2017
Q3 | $457K | Buy |
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|
2017
Q2 | $259K | Buy |
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|
2017
Q1 | $210K | Buy |
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