Wood Tarver Financial Group’s NewtekOne NEWT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1K Sell
150
-81
-35% -$540 ﹤0.01% 556
2025
Q1
$2.76K Hold
231
﹤0.01% 505
2024
Q4
$2K Buy
+231
New +$2K ﹤0.01% 509