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

Raymond James Financial’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$515K Buy
45,620
+7,674
+20% +$86.6K ﹤0.01% 3975
2025
Q1 		$454K Sell
37,946
-50,177
-57% -$600K ﹤0.01% 3966
2024
Q4 		$1.13M Buy
+88,123
New +$1.13M ﹤0.01% 3364