IFP Advisors’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 | $76.5K | Buy |
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|
2025
Q1 | $46.3K | Hold |
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|
2024
Q4 | $49.5K | Buy |
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|
2024
Q3 | $44.5K | Hold |
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|
2024
Q2 | $44.9K | Buy |
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|
2024
Q1 | $4.13K | Sell |
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|
2023
Q4 | $14.5K | Hold |
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|
2023
Q3 | $15.5K | Hold |
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|
2023
Q2 | $16.7K | Sell |
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|
2023
Q1 | $31.3K | Sell |
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|
2022
Q4 | $44K | Sell |
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|
2022
Q3 | $50K | Buy |
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|
2022
Q2 | $28K | Hold |
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|
2022
Q1 | $28K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $120K | Sell |
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|
2018
Q3 | $173K | Buy |
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|
2018
Q2 | $146K | Buy |
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|
2018
Q1 | $20K | Hold |
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|
2017
Q4 | $20K | Sell |
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|
2017
Q3 | $28K | Buy |
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|
2017
Q2 | $26K | Buy |
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|
2017
Q1 | $26K | Buy |
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|
2016
Q4 | $20K | Buy |
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|
2016
Q3 | $17K | Buy |
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