JPMorgan Chase & Co’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 | $2.37M | Sell |
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|
2025
Q1 | $2.55M | Buy |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $425K | Buy |
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|
2024
Q2 | $220K | Buy |
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|
2024
Q1 | $148K | Sell |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $349K | Buy |
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|
2023
Q1 | $49K | Hold |
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|
2022
Q4 | $63K | Hold |
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|
2022
Q3 | $63K | Sell |
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|
2022
Q2 | $171K | Buy |
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|
2022
Q1 | $103K | Sell |
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|
2021
Q4 | $169K | Sell |
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|
2021
Q3 | $226K | Buy |
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|
2021
Q2 | $135K | Hold |
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|
2021
Q1 | $103K | Hold |
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|
2020
Q4 | $76K | Hold |
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|
2020
Q3 | $71K | Hold |
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|
2020
Q2 | $70K | Hold |
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|
2020
Q1 | $51K | Sell |
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|
2019
Q4 | $376K | Buy |
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|
2019
Q3 | $87K | Hold |
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|
2019
Q2 | $89K | Sell |
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|
2019
Q1 | $120K | Sell |
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|
2018
Q4 | $913K | Buy |
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|
2018
Q3 | $241K | Buy |
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|
2018
Q2 | $77K | Hold |
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|
2018
Q1 | $70K | Hold |
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|
2017
Q4 | $71K | Hold |
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|
2017
Q3 | $68K | Sell |
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|
2017
Q2 | $91K | Sell |
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|
2017
Q1 | $255K | Buy |
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|
2016
Q4 | $61K | Sell |
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|
2016
Q3 | $203K | Sell |
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|
2016
Q2 | $366K | Buy |
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|
2016
Q1 | $159K | Buy |
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|
2015
Q4 | $58K | Buy |
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