Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NewtekOne, Inc. | 36,736 | reported | 15 Jun 2026 | tx 15+31,281−2,038 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Jun 2026 | PURCHASE | NewtekOne, Inc. | 500 | 13.91 USD | |
| 14 Jan 2026 | PURCHASE | NewtekOne, Inc. | 1,556 | 13.91 USD | anomaly |
| 30 Apr 2025 | PURCHASE | NewtekOne, Inc. | 582 | 10.40 USD | |
| 15 Oct 2025 | TAX_WITHHOLDING | NewtekOne, Inc. | 2,038 | 11.00 USD | |
| 24 Oct 2025 | PURCHASE | NewtekOne, Inc. | 567 | 11.05 USD | |
| 13 Jan 2025 | PURCHASE | NewtekOne, Inc. | 491 | 12.14 USD | |
| 21 Jul 2025 | PURCHASE | NewtekOne, Inc. | 537 | 11.48 USD | |
| 16 May 2025 | PURCHASE | NewtekOne, Inc. | 500 | 11.22 USD | |
| 12 Jan 2024 | PURCHASE | NewtekOne, Inc. | 90 | 12.79 USD | anomaly |
| 21 Oct 2024 | PURCHASE | NewtekOne, Inc. | 436 | 13.46 USD | |
| 19 Jul 2024 | PURCHASE | NewtekOne, Inc. | 349 | 14.38 USD | |
| 15 Apr 2024 | PURCHASE | NewtekOne, Inc. | 109 | 11.22 USD | anomaly |
| 04 Oct 2024 | GRANT_AWARD | NewtekOne, Inc. | 4,119 | 0.00 USD | |
| 01 Jul 2024 | GRANT_AWARD | NewtekOne, Inc. | 19,889 | 0.00 USD |