Creative Planning’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,366
| Closed | -$208K | – | 3669 |
|
|
2025
Q1 | $208K | Buy |
17,366
+5,026
| +41% | +$60.1K | ﹤0.01% | 3028 |
|
|
2024
Q4 | $158K | Buy |
+12,340
| New | +$158K | ﹤0.01% | 3038 |
|
|
2017
Q3 | – | Sell |
-2,000
| Closed | -$33K | – | 2978 |
|
|
2017
Q2 | $33K | Buy |
2,000
+872
| +77% | +$14.4K | ﹤0.01% | 2807 |
|
|
2017
Q1 | $19K | Sell |
1,128
-4,312
| -79% | -$72.6K | ﹤0.01% | 3133 |
|
|
2016
Q4 | $86K | Hold |
5,440
| – | – | ﹤0.01% | 1951 |
|
|
2016
Q3 | $78K | Sell |
5,440
-34
| -0.6% | -$487 | ﹤0.01% | 2005 |
|
|
2016
Q2 | $70K | Buy |
5,474
+1,034
| +23% | +$13.2K | ﹤0.01% | 1903 |
|
|
2016
Q1 | $55K | Buy |
4,440
+1,000
| +29% | +$12.4K | ﹤0.01% | 2019 |
|
|
2015
Q4 | $49K | Buy |
3,440
+3,240
| +1,620% | +$46.2K | ﹤0.01% | 2120 |
|
|
2015
Q3 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 3768 |
|
|
2015
Q2 | – | Sell |
-630
| Closed | -$10K | – | 2233 |
|
|
2015
Q1 | $10K | Buy |
+630
| New | +$10K | ﹤0.01% | 3146 |
|