Steward Partners Investment Advisory’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $136 | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.51K | Sell |
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|
2024
Q1 | $3.3K | Sell |
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|
2023
Q4 | $6.21K | Buy |
|
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|
2023
Q3 | $5.9K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $0 | Buy |
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|
2021
Q2 | $1K | Sell |
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|
2021
Q1 | $31.4K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $173K | Buy |
|