Stifel Financial’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $124K | Sell |
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|
2025
Q2 | $122K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $188K | Sell |
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|
2023
Q1 | $165K | Sell |
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|
2022
Q4 | $580K | Buy |
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|
2022
Q3 | $523K | Buy |
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|
2022
Q2 | $607K | Buy |
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|
2022
Q1 | $825K | Sell |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.55M | Buy |
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|
2021
Q2 | $1.3M | Sell |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $921K | Sell |
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|
2020
Q3 | $904K | Sell |
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|
2020
Q2 | $976K | Buy |
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|
2020
Q1 | $678K | Buy |
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|
2019
Q4 | $945K | Buy |
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|
2019
Q3 | $941K | Buy |
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|
2019
Q2 | $940K | Sell |
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $967K | Buy |
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|
2018
Q3 | $1.1M | Sell |
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|
2018
Q2 | $1.33M | Buy |
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|
2018
Q1 | $985K | Buy |
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|
2017
Q4 | $851K | Sell |
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|
2017
Q3 | $844K | Buy |
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|
2017
Q2 | $495K | Buy |
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|
2017
Q1 | $505K | Buy |
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|
2016
Q4 | $432K | Sell |
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|
2016
Q3 | $510K | Buy |
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