Farther Finance 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 | $23.4K | Buy |
2,072
+66
| +3% | +$744 | ﹤0.01% | 2574 |
|
|
2025
Q1 | $24.2K | Buy |
2,006
+8
| +0.4% | +$97 | ﹤0.01% | 2288 |
|
|
2024
Q4 | $25.5K | Buy |
1,998
+7
| +0.4% | +$89 | ﹤0.01% | 1980 |
|
|
2024
Q3 | $24.8K | Buy |
1,991
+6
| +0.3% | +$75 | ﹤0.01% | 1979 |
|
|
2024
Q2 | $24.8K | Buy |
1,985
+23
| +1% | +$288 | ﹤0.01% | 1711 |
|
|
2024
Q1 | $22.4K | Buy |
1,962
+6
| +0.3% | +$69 | ﹤0.01% | 1453 |
|
|
2023
Q4 | $27K | Buy |
1,956
+6
| +0.3% | +$83 | ﹤0.01% | 1243 |
|
|
2023
Q3 | $28.8K | Hold |
1,950
| – | – | ﹤0.01% | 980 |
|
|
2023
Q2 | $31K | Buy |
1,950
+225
| +13% | +$3.58K | 0.01% | 847 |
|
|
2023
Q1 | $22.1K | Buy |
1,725
+1,000
| +138% | +$12.8K | 0.01% | 869 |
|
|
2022
Q4 | $11.8K | Buy |
+725
| New | +$11.8K | ﹤0.01% | 892 |
|