IAT Reinsurance’s NewtekOne Inc 8.625% Fixed Rate Senior Notes due 2029 NEWTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-60,000
Closed -$1.55M 80
2024
Q4
$1.55M Hold
60,000
0.33% 31
2024
Q3
$1.5M Buy
+60,000
New +$1.51M 0.34% 32

IAT Reinsurance's NEWTH Position: Q1 2025 in Review

IAT Reinsurance sold out of NewtekOne Inc 8.625% Fixed Rate Senior Notes due 2029 (NEWTH) in Q1 2025, closing a stake of 60,000 shares — an estimated $1.55M sold.

IAT Reinsurance first reported a position in NEWTH in Q3 2024 and held it in 2 quarters. The position peaked at $1.55M in Q4 2024. 0 funds tracked by Wall St. Rank hold NEWTH as of Q1 2025.

  • IAT Reinsurance reported no remaining NewtekOne Inc 8.625% Fixed Rate Senior Notes due 2029 position as of Q1 2025 after selling out during the quarter.
  • IAT Reinsurance sold 60,000 NewtekOne Inc 8.625% Fixed Rate Senior Notes due 2029 shares in Q1 2025, an estimated $1.55M.
  • IAT Reinsurance first reported a position in NewtekOne Inc 8.625% Fixed Rate Senior Notes due 2029 in Q3 2024 and held it in 2 quarters.
  • IAT Reinsurance's NewtekOne Inc 8.625% Fixed Rate Senior Notes due 2029 position peaked at $1.55M in Q4 2024.
  • 0 funds tracked by Wall St. Rank held NewtekOne Inc 8.625% Fixed Rate Senior Notes due 2029 as of Q1 2025.

Based on IAT Reinsurance's 13F filing for Q1 2025, filed 7 May 2025.