Founders Financial Alliance’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
29,919
+377
| +1% | +$4.25K | 0.08% | 233 |
|
|
2025
Q1 | $353K | Buy |
29,542
+326
| +1% | +$3.9K | 0.09% | 224 |
|
|
2024
Q4 | $373K | Sell |
29,216
-16,417
| -36% | -$210K | 0.1% | 190 |
|
|
2024
Q3 | $569K | Buy |
45,633
+481
| +1% | +$5.99K | 0.16% | 128 |
|
|
2024
Q2 | $568K | Sell |
45,152
-399
| -0.9% | -$5.02K | 0.17% | 120 |
|
|
2024
Q1 | $501K | Buy |
45,551
+2,024
| +5% | +$22.3K | 0.15% | 138 |
|
|
2023
Q4 | $601K | Buy |
43,527
+714
| +2% | +$9.85K | 0.23% | 94 |
|
|
2023
Q3 | $631K | Buy |
42,813
+323
| +0.8% | +$4.76K | 0.28% | 84 |
|
|
2023
Q2 | $676K | Sell |
42,490
-1,366
| -3% | -$21.7K | 0.27% | 86 |
|
|
2023
Q1 | $561K | Hold |
43,856
| – | – | 0.28% | 83 |
|
|
2022
Q4 | $713K | Buy |
43,856
+1,735
| +4% | +$28.2K | 0.33% | 72 |
|
|
2022
Q3 | $687K | Buy |
42,121
+1,572
| +4% | +$25.6K | 0.35% | 71 |
|
|
2022
Q2 | $768K | Buy |
40,549
+1,517
| +4% | +$28.7K | 0.39% | 68 |
|
|
2022
Q1 | $1.04M | Buy |
39,032
+894
| +2% | +$23.9K | 0.46% | 55 |
|
|
2021
Q4 | $1.05M | Buy |
38,138
+1,365
| +4% | +$37.7K | 0.42% | 57 |
|
|
2021
Q3 | $1.02M | Buy |
36,773
+1,118
| +3% | +$31K | 0.48% | 54 |
|
|
2021
Q2 | $1.24M | Buy |
35,655
+691
| +2% | +$24.1K | 0.57% | 42 |
|
|
2021
Q1 | $1.01M | Buy |
34,964
+618
| +2% | +$17.9K | 0.5% | 49 |
|
|
2020
Q4 | $675K | Buy |
34,346
+837
| +2% | +$16.5K | 0.38% | 68 |
|
|
2020
Q3 | $621K | Buy |
+33,509
| New | +$621K | 0.37% | 58 |
|