Raymond James Financial Services Advisors’s NewtekOne NEWT Stock Holding History

Raymond James Financial Services Advisors’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
2024 Q3	$496K	Buy
2024 Q2	$195K	Sell
2024 Q1	$214K	Buy
2023 Q4	$265K	Buy
2023 Q3	$272K	Buy
2018 Q2	–	Sell
2018 Q1	$188K	Sell
2017 Q4	$211K	Sell
2017 Q3	$231K	Sell
2017 Q2	$237K	Sell
2017 Q1	$321K	Buy