Raymond James & Associates’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $621K | Sell |
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|
2024
Q2 | $664K | Buy |
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|
2024
Q1 | $576K | Buy |
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|
2023
Q4 | $690K | Sell |
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|
2023
Q3 | $789K | Buy |
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|
2023
Q2 | $755K | Sell |
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|
2023
Q1 | $708K | Sell |
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|
2022
Q4 | $916K | Sell |
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|
2022
Q3 | $933K | Sell |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.49M | Buy |
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|
2021
Q4 | $1.47M | Sell |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $1.81M | Sell |
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|
2021
Q1 | $1.78M | Sell |
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|
2020
Q4 | $1.55M | Sell |
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|
2020
Q3 | $1.74M | Sell |
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|
2020
Q2 | $1.92M | Buy |
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|
2020
Q1 | $914K | Sell |
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|
2019
Q4 | $1.64M | Buy |
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|
2019
Q3 | $1.48M | Buy |
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|
2019
Q2 | $1.48M | Sell |
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|
2019
Q1 | $1.28M | Buy |
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|
2018
Q4 | $1.09M | Sell |
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|
2018
Q3 | $1.88M | Buy |
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|
2018
Q2 | $1.65M | Buy |
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|
2018
Q1 | $961K | Sell |
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|
2017
Q4 | $991K | Buy |
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|
2017
Q3 | $923K | Buy |
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|
2017
Q2 | $825K | Buy |
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|
2017
Q1 | $845K | Buy |
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|
2016
Q4 | $766K | Sell |
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|
2016
Q3 | $696K | Buy |
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|
2016
Q2 | $619K | Buy |
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|
2016
Q1 | $599K | Sell |
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|
2015
Q4 | $724K | Buy |
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|
2015
Q3 | $689K | Buy |
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|
2015
Q2 | $724K | Sell |
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|
2015
Q1 | $685K | Buy |
|