Kovitz Investment Group Partners’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Buy |
10,721
+194
| +2% | +$2.19K | ﹤0.01% | 1310 |
|
|
2025
Q1 | $126K | Buy |
10,527
+161
| +2% | +$1.93K | ﹤0.01% | 1195 |
|
|
2024
Q4 | $132K | Sell |
10,366
-3,287
| -24% | -$42K | ﹤0.01% | 1186 |
|
|
2024
Q3 | $170K | Buy |
13,653
+177
| +1% | +$2.21K | ﹤0.01% | 958 |
|
|
2024
Q2 | $169K | Buy |
13,476
+223
| +2% | +$2.8K | ﹤0.01% | 797 |
|
|
2024
Q1 | $146K | Buy |
13,253
+184
| +1% | +$2.02K | ﹤0.01% | 638 |
|
|
2023
Q4 | $180K | Buy |
13,069
+173
| +1% | +$2.39K | ﹤0.01% | 401 |
|
|
2023
Q3 | $190K | Buy |
12,896
+126
| +1% | +$1.86K | ﹤0.01% | 383 |
|
|
2023
Q2 | $203K | Buy |
+12,770
| New | +$203K | ﹤0.01% | 390 |
|