Kestra Advisory Services’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Buy |
+13,406
| New | +$151K | ﹤0.01% | 2684 |
|
|
2021
Q3 | – | Sell |
-21,109
| Closed | -$737K | – | 2156 |
|
|
2021
Q2 | $737K | Buy |
21,109
+3,173
| +18% | +$111K | 0.01% | 1086 |
|
|
2021
Q1 | $479K | Buy |
17,936
+3,259
| +22% | +$87K | 0.01% | 1217 |
|
|
2020
Q4 | $274K | Buy |
+14,677
| New | +$274K | ﹤0.01% | 1518 |
|