Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 16 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 |
|---|---|---|---|---|
| NEWTEK BUSINESS SERVICES INC | 116,227 | reported | 16 Sept 2014 | tx 51+151,493−54,253 |
| NewtekOne, Inc. | 45,897 | reported | 21 Oct 2024 | tx 105+43,279−34,839 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Jul 2024 | PURCHASE | NewtekOne, Inc. | 68 | 14.38 USD | |
| 21 Oct 2024 | PURCHASE | NewtekOne, Inc. | 39 | 13.46 USD | |
| 12 Jan 2024 | PURCHASE | NewtekOne, Inc. | 44 | 12.79 USD | |
| 15 Apr 2024 | PURCHASE | NewtekOne, Inc. | 53 | 11.22 USD | |
| 20 Sept 2024 | PURCHASE | NewtekOne, Inc. | 500 | 11.72 USD | |
| 21 Aug 2024 | SALE | NewtekOne, Inc. | 750 | 12.51 USD | |
| 15 Aug 2024 | GIFT | NewtekOne, Inc. | 100 | 12.17 USD | |
| 15 Aug 2024 | GIFT | NewtekOne, Inc. | 100 | 12.17 USD | |
| 22 Jul 2024 | SALE | NewtekOne, Inc. | 750 | 14.33 USD | |
| 21 Jun 2024 | SALE | NewtekOne, Inc. | 750 | 12.47 USD | |
| 14 Jun 2024 | GRANT_AWARD | NewtekOne, Inc. | 1,932 | 12.94 USD | |
| 21 May 2024 | SALE | NewtekOne, Inc. | 750 | 13.16 USD | |
| 22 Apr 2024 | SALE | NewtekOne, Inc. | 750 | 10.87 USD | |
| 21 Mar 2024 | SALE | NewtekOne, Inc. | 750 | 10.71 USD | |
| 21 Feb 2024 | SALE | NewtekOne, Inc. | 750 | 11.48 USD | |
| 26 Jan 2024 | GIFT | NewtekOne, Inc. | 4,000 | 13.16 USD | |
| 13 Jan 2023 | GIFT | NewtekOne, Inc. | 5,900 | 18.21 USD | |
| 20 Oct 2023 | PURCHASE | NewtekOne, Inc. | 41 | 13.40 USD | |
| 21 Jul 2023 | PURCHASE | NewtekOne, Inc. | 38 | 17.92 USD | |
| 14 Apr 2023 | PURCHASE | NewtekOne, Inc. | 30 | 13.05 USD | |
| 22 Jan 2024 | SALE | NewtekOne, Inc. | 750 | 12.56 USD | |
| 21 Dec 2023 | SALE | NewtekOne, Inc. | 750 | 14.34 USD | |
| 21 Nov 2023 | SALE | NewtekOne, Inc. | 750 | 13.53 USD | |
| 20 Oct 2023 | SALE | NewtekOne, Inc. | 750 | 13.70 USD | |
| 21 Sept 2023 | SALE | NewtekOne, Inc. | 750 | 15.38 USD |
2 purchases reported after at least 12 months of silence — most recent on 08 Nov 2013.