Wellington Management Group’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $3.24M | Buy |
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|
2024
Q3 | $1.9M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $5.78M | Hold |
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|
2021
Q3 | $5.8M | Sell |
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|
2021
Q2 | $8.09M | Sell |
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|
2021
Q1 | $8.38M | Sell |
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|
2020
Q4 | $7.71M | Buy |
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|
2020
Q3 | $7.18M | Hold |
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|
2020
Q2 | $7.05M | Buy |
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|
2020
Q1 | $4.5M | Sell |
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|
2019
Q4 | $11.9M | Sell |
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|
2019
Q3 | $12.4M | Hold |
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|
2019
Q2 | $12.6M | Sell |
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|
2019
Q1 | $12.1M | Hold |
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|
2018
Q4 | $10.8M | Sell |
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|
2018
Q3 | $13.1M | Sell |
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|
2018
Q2 | $14.8M | Hold |
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|
2018
Q1 | $13.4M | Buy |
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|
2017
Q4 | $12.7M | Buy |
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|
2017
Q3 | $10.4M | Buy |
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|
2017
Q2 | $9.1M | Sell |
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|
2017
Q1 | $10.1M | Sell |
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|
2016
Q4 | $11.1M | Sell |
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|
2016
Q3 | $10M | Hold |
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|
2016
Q2 | $8.95M | Sell |
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|
2016
Q1 | $9.15M | Buy |
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|
2015
Q4 | $8.14M | Buy |
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|
2015
Q3 | $7.68M | Sell |
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|
2015
Q2 | $8.32M | Buy |
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|
2015
Q1 | $7.18M | Buy |
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|
2014
Q4 | $6.38M | Buy |
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