D.A. Davidson & Co’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $196K | Sell |
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|
2024
Q1 | $395K | Sell |
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|
2023
Q4 | $859K | Sell |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $1.76M | Buy |
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|
2022
Q2 | $1.83M | Buy |
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|
2022
Q1 | $2.55M | Buy |
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|
2021
Q4 | $2.48M | Buy |
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|
2021
Q3 | $2.24M | Buy |
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|
2021
Q2 | $589K | Buy |
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|
2021
Q1 | $402K | Hold |
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|
2020
Q4 | $297K | Buy |
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|
2020
Q3 | $188K | Sell |
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|
2020
Q2 | $246K | Buy |
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|
2020
Q1 | $165K | Sell |
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|
2019
Q4 | $333K | Buy |
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|
2019
Q3 | $242K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $18K | Hold |
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|
2017
Q1 | $19K | Hold |
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|
2016
Q4 | $17K | Buy |
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|
2016
Q3 | $14K | Buy |
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