Founders Financial Alliance’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
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|
2025
Q1 | $353K | Buy |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $569K | Buy |
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|
2024
Q2 | $568K | Sell |
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|
2024
Q1 | $501K | Buy |
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|
2023
Q4 | $601K | Buy |
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|
2023
Q3 | $631K | Buy |
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|
2023
Q2 | $676K | Sell |
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|
2023
Q1 | $561K | Hold |
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|
2022
Q4 | $713K | Buy |
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|
2022
Q3 | $687K | Buy |
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|
2022
Q2 | $768K | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $675K | Buy |
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|
2020
Q3 | $621K | Buy |
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