Ifp Advisors, Inc Newtek Business Services Corp. Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

A detailed history of Ifp Advisors, Inc transactions in Newtek Business Services Corp. stock. As of the latest transaction made, Ifp Advisors, Inc holds 6,776 shares of NEWT stock, worth $72,638. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,776

Previous 3,875 74.86%

Holding current value

$72,638

Previous $46,000 65.22%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$9.54 - $12.17 $27,675 - $35,305	2,901 Added 74.86%	6,776 $76,000
Q4 2024 Feb 04, 2025	BUY	$12.14 - $15.46 $3,642 - $4,638	300 Added 8.39%	3,875 $49,000
Q2 2024 Jul 30, 2024	BUY	$10.75 - $14.02 $34,400 - $44,864	3,200 Added 853.33%	3,575 $44,000
Q1 2024 Jul 30, 2024	SELL	$10.17 - $13.76 $6,864 - $9,288	-675 Reduced 64.29%	375 $4,000
Q2 2023 Aug 04, 2023	SELL	$10.96 - $17.03 $5,480 - $8,515	-500 Reduced 32.26%	1,050 $16,000
Q1 2023 Apr 18, 2023	SELL	$11.41 - $20.7 $6,846 - $12,420	-600 Reduced 27.91%	1,550 $19,000
Q4 2022 Feb 07, 2023	SELL	$15.16 - $19.1 $4,548 - $5,730	-300 Reduced 12.24%	2,150 $44,000
Q3 2022 Nov 08, 2022	BUY	$15.7 - $25.04 $17,270 - $27,544	1,100 Added 81.48%	2,450 $50,000
Q2 2022 Sep 06, 2022	BUY	$18.12 - $26.9 $24,462 - $36,315	1,350 New	1,350 $28,000
Q2 2022 Aug 12, 2022	SELL	$18.12 - $26.9 $24,462 - $36,315	-1,350 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$25.79 - $28.38 $34,816 - $38,313	1,350 New	1,350 $36,000
Q1 2019 May 15, 2019	SELL	$17.61 - $20.47 $122,389 - $142,266	-6,950 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	$15.68 - $21.72 $20,289 - $28,105	-1,294 Reduced 15.7%	6,950 $121,000
Q3 2018 Oct 25, 2018	BUY	$20.23 - $23.82 $18,793 - $22,128	929 Added 12.7%	8,244 $0
Q2 2018 Aug 07, 2018	BUY	$17.62 - $20.7 $109,420 - $128,547	6,210 Added 561.99%	7,315 $0
Q1 2018 Jun 03, 2019	SELL	$16.47 - $18.91 $101,702 - $116,769	-6,175 Reduced 84.82%	1,105 $20,000
Q1 2018 May 09, 2018	BUY	$16.47 - $18.91 $101,702 - $116,769	6,175 Added 558.82%	7,280 $0
Q4 2017 Jan 24, 2018	SELL	$16.48 - $19.2 $7,926 - $9,235	-481 Reduced 30.33%	1,105 $0
Q3 2017 Oct 30, 2017	BUY	$16.4 - $18.09 $311 - $343	19 Added 1.21%	1,586 $28,000
Q2 2017 Jun 03, 2019	BUY	N/A	18 Added 1.16%	1,567 $26,000
Q1 2017 Jun 03, 2019	BUY	N/A	316 Added 25.63%	1,549 $26,000
Q4 2016 Jun 03, 2019	BUY	N/A	1,233	1,233 $20,000

Others Institutions Holding NEWT

# of Institutions

135

Shares Held

11.7M

Call Options Held

40.8K

Put Options Held

230

View Full List

About Newtek Business Services Corp.

Ticker NEWT
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 24,355,600
Market Cap $261M
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...

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