LPL Financial’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 | $237K | Buy |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $309K | Sell |
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|
2024
Q3 | $309K | Sell |
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|
2024
Q2 | $318K | Sell |
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $420K | Sell |
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|
2023
Q3 | $503K | Sell |
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|
2023
Q2 | $574K | Sell |
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|
2023
Q1 | $499K | Buy |
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|
2022
Q4 | $619K | Sell |
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|
2022
Q3 | $653K | Sell |
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|
2022
Q2 | $790K | Buy |
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|
2022
Q1 | $365K | Sell |
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|
2021
Q4 | $716K | Buy |
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|
2021
Q3 | $410K | Sell |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $478K | Buy |
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|
2020
Q4 | $230K | Sell |
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|
2020
Q3 | $235K | Buy |
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|
2020
Q2 | $230K | Sell |
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|
2020
Q1 | $179K | Sell |
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|
2019
Q4 | $435K | Sell |
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|
2019
Q3 | $466K | Sell |
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|
2019
Q2 | $490K | Sell |
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|
2019
Q1 | $436K | Sell |
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|
2018
Q4 | $434K | Sell |
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|
2018
Q3 | $572K | Buy |
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|
2018
Q2 | $291K | Sell |
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|
2018
Q1 | $346K | Buy |
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|
2017
Q4 | $210K | Sell |
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|
2017
Q3 | $212K | Sell |
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|
2017
Q2 | $299K | Buy |
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