Concourse Financial Group Securities’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 5371 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 6261 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6252 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6270 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6267 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6200 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 6071 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 5929 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5714 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 5709 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 5526 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5508 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5402 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5408 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5262 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5091 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4948 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4819 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4623 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4497 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4485 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4426 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 4218 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 4410 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 4348 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 4225 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3941 |
|