Raymond James Financial Services Advisors’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $496K | Buy |
39,835
+24,284
| +156% | +$303K | ﹤0.01% | 2618 |
|
|
2024
Q2 | $195K | Sell |
15,551
-3,868
| -20% | -$48.6K | ﹤0.01% | 3125 |
|
|
2024
Q1 | $214K | Buy |
19,419
+192
| +1% | +$2.11K | ﹤0.01% | 3052 |
|
|
2023
Q4 | $265K | Buy |
19,227
+762
| +4% | +$10.5K | ﹤0.01% | 2807 |
|
|
2023
Q3 | $272K | Buy |
+18,465
| New | +$272K | ﹤0.01% | 2714 |
|
|
2018
Q2 | – | Sell |
-10,410
| Closed | -$188K | – | 2790 |
|
|
2018
Q1 | $188K | Sell |
10,410
-986
| -9% | -$17.8K | ﹤0.01% | 2274 |
|
|
2017
Q4 | $211K | Sell |
11,396
-1,574
| -12% | -$29.1K | ﹤0.01% | 2230 |
|
|
2017
Q3 | $231K | Sell |
12,970
-1,584
| -11% | -$28.2K | ﹤0.01% | 2182 |
|
|
2017
Q2 | $237K | Sell |
14,554
-4,358
| -23% | -$71K | ﹤0.01% | 2105 |
|
|
2017
Q1 | $321K | Buy |
+18,912
| New | +$321K | ﹤0.01% | 1858 |
|