Allworth Financial’s NeoGenomics NEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95K | Sell |
267
-233
| -47% | -$1.7K | ﹤0.01% | 3703 |
|
|
2025
Q1 | $5.05K | Buy |
500
+275
| +122% | +$2.78K | ﹤0.01% | 2746 |
|
|
2024
Q4 | $3.26K | Buy |
225
+200
| +800% | +$2.9K | ﹤0.01% | 2952 |
|
|
2024
Q3 | $369 | Hold |
25
| – | – | ﹤0.01% | 3484 |
|
|
2024
Q2 | $363 | Hold |
25
| – | – | ﹤0.01% | 3452 |
|
|
2024
Q1 | $393 | Hold |
25
| – | – | ﹤0.01% | 3343 |
|
|
2023
Q4 | $405 | Sell |
25
-375
| -94% | -$6.08K | ﹤0.01% | 3177 |
|
|
2023
Q3 | $4.92K | Hold |
400
| – | – | ﹤0.01% | 2108 |
|
|
2023
Q2 | $6.43K | Hold |
400
| – | – | ﹤0.01% | 2009 |
|
|
2023
Q1 | $6.96K | Sell |
400
-182
| -31% | -$3.17K | ﹤0.01% | 1919 |
|
|
2022
Q4 | $5.38K | Buy |
582
+56
| +11% | +$517 | ﹤0.01% | 1868 |
|
|
2022
Q3 | $5K | Buy |
+526
| New | +$5K | ﹤0.01% | 1887 |
|
|
2021
Q2 | – | Sell |
-374
| Closed | -$18K | – | 1632 |
|
|
2021
Q1 | $18K | Buy |
+374
| New | +$18K | ﹤0.01% | 823 |
|