Kestra Advisory Services’s NewtekOne NEWT Stock Holding History

Kestra Advisory Services’s Portfolio NEWT Stock Details NEWT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$179K	Buy
2025 Q2	$151K	Buy
2021 Q3	–	Sell
2021 Q2	$737K	Buy
2021 Q1	$479K	Buy
2020 Q4	$274K	Buy