IFP 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 | $76.5K | Buy |
6,776
+2,901
| +75% | +$32.8K | ﹤0.01% | 1804 |
|
|
2025
Q1 | $46.3K | Hold |
3,875
| – | – | ﹤0.01% | 1929 |
|
|
2024
Q4 | $49.5K | Buy |
3,875
+300
| +8% | +$3.83K | ﹤0.01% | 1840 |
|
|
2024
Q3 | $44.5K | Hold |
3,575
| – | – | ﹤0.01% | 1784 |
|
|
2024
Q2 | $44.9K | Buy |
3,575
+3,200
| +853% | +$40.2K | ﹤0.01% | 1729 |
|
|
2024
Q1 | $4.13K | Sell |
375
-675
| -64% | -$7.43K | ﹤0.01% | 2513 |
|
|
2023
Q4 | $14.5K | Hold |
1,050
| – | – | ﹤0.01% | 2045 |
|
|
2023
Q3 | $15.5K | Hold |
1,050
| – | – | ﹤0.01% | 2064 |
|
|
2023
Q2 | $16.7K | Sell |
1,050
-500
| -32% | -$7.95K | ﹤0.01% | 2098 |
|
|
2023
Q1 | $31.3K | Sell |
1,550
-600
| -28% | -$12.1K | ﹤0.01% | 1805 |
|
|
2022
Q4 | $44K | Sell |
2,150
-300
| -12% | -$6.14K | ﹤0.01% | 2332 |
|
|
2022
Q3 | $50K | Buy |
2,450
+1,100
| +81% | +$22.4K | ﹤0.01% | 2372 |
|
|
2022
Q2 | $28K | Hold |
1,350
| – | – | ﹤0.01% | 2584 |
|
|
2022
Q1 | $28K | Buy |
+1,350
| New | +$28K | ﹤0.01% | 2584 |
|
|
2019
Q1 | – | Sell |
-6,950
| Closed | -$120K | – | 3018 |
|
|
2018
Q4 | $120K | Sell |
6,950
-1,294
| -16% | -$22.3K | 0.01% | 1093 |
|
|
2018
Q3 | $173K | Buy |
8,244
+929
| +13% | +$19.5K | 0.01% | 1150 |
|
|
2018
Q2 | $146K | Buy |
7,315
+6,210
| +562% | +$124K | 0.01% | 1246 |
|
|
2018
Q1 | $20K | Hold |
1,105
| – | – | ﹤0.01% | 2389 |
|
|
2017
Q4 | $20K | Sell |
1,105
-481
| -30% | -$8.71K | ﹤0.01% | 2387 |
|
|
2017
Q3 | $28K | Buy |
1,586
+19
| +1% | +$335 | ﹤0.01% | 2358 |
|
|
2017
Q2 | $26K | Buy |
1,567
+18
| +1% | +$299 | ﹤0.01% | 2402 |
|
|
2017
Q1 | $26K | Buy |
1,549
+316
| +26% | +$5.3K | ﹤0.01% | 2308 |
|
|
2016
Q4 | $20K | Buy |
1,233
+18
| +1% | +$292 | ﹤0.01% | 2446 |
|
|
2016
Q3 | $17K | Buy |
+1,215
| New | +$17K | ﹤0.01% | 2494 |
|