A detailed history of Tradition Wealth Management, LLC transactions in Newtek Business Services Corp. stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 12,391 shares of NEWT stock, worth $160,959. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,391
Previous 15,205 18.51%
Holding current value
$160,959
Previous $191,000 19.37%
% of portfolio
0.01%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$11.0 - $14.92 $30,954 - $41,984
-2,814 Reduced 18.51%
12,391 $154,000
Q2 2024

Aug 12, 2024

SELL
$10.75 - $14.02 $8,041 - $10,486
-748 Reduced 4.69%
15,205 $191,000
Q1 2024

May 13, 2024

BUY
$10.17 - $13.76 $2,115 - $2,862
208 Added 1.32%
15,953 $175,000
Q4 2023

Feb 12, 2024

SELL
$12.99 - $15.64 $64 - $78
-5 Reduced 0.03%
15,745 $217,000
Q3 2023

Nov 13, 2023

BUY
$14.04 - $19.24 $1,993 - $2,732
142 Added 0.91%
15,750 $232,000
Q2 2023

Aug 14, 2023

BUY
$10.96 - $17.03 $2,170 - $3,371
198 Added 1.28%
15,608 $248,000
Q1 2023

May 11, 2023

BUY
$11.41 - $20.7 $6,640 - $12,047
582 Added 3.93%
15,410 $197,000
Q4 2022

Feb 03, 2023

BUY
$15.16 - $19.1 $7,913 - $9,970
522 Added 3.65%
14,828 $241,000
Q3 2022

Nov 14, 2022

BUY
$15.7 - $25.04 $6,484 - $10,341
413 Added 2.97%
14,306 $233,000
Q2 2022

Aug 02, 2022

BUY
$18.12 - $26.9 $28,539 - $42,367
1,575 Added 12.79%
13,893 $263,000
Q4 2021

Feb 14, 2022

BUY
$26.39 - $32.27 $46,763 - $57,182
1,772 Added 16.8%
12,318 $340,000
Q3 2021

Nov 12, 2021

SELL
$25.13 - $36.27 $4,900 - $7,072
-195 Reduced 1.82%
10,546 $292,000
Q2 2021

Aug 09, 2021

BUY
$26.51 - $38.7 $83,188 - $121,440
3,138 Added 41.27%
10,741 $375,000
Q1 2021

May 14, 2021

BUY
$18.99 - $28.4 $29,928 - $44,758
1,576 Added 26.15%
7,603 $203,000
Q4 2020

Feb 16, 2021

BUY
$16.37 - $19.69 $98,661 - $118,671
6,027 New
6,027 $119,000

Others Institutions Holding NEWT

About Newtek Business Services Corp.


  • Ticker NEWT
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 24,355,600
  • Market Cap $316M
  • Description
  • Newtek Business Services Corp. is a business development company specializing in providing financial and business services to the small-and medium-sized business market in the United States. The firm also seeks to invest in early stage businesses. The firm seeks to makes both debt and equity investments. Under debt investments, it focuses on fir...
More about NEWT
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