CAPTRUST Financial Advisors’s NeoGenomics NEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.3K | Buy |
+10,299
| New | +$75.3K | ﹤0.01% | 2396 |
|
|
2024
Q1 | – | Sell |
-55,451
| Closed | -$897K | – | 2469 |
|
|
2023
Q4 | $897K | Sell |
55,451
-29,049
| -34% | -$470K | ﹤0.01% | 1335 |
|
|
2023
Q3 | $1.04M | Buy |
84,500
+10,320
| +14% | +$127K | ﹤0.01% | 1187 |
|
|
2023
Q2 | $1.19M | Buy |
+74,180
| New | +$1.19M | ﹤0.01% | 1104 |
|
|
2022
Q3 | – | Sell |
-5,650
| Closed | -$46K | – | 3310 |
|
|
2022
Q2 | $46K | Buy |
5,650
+714
| +14% | +$5.81K | ﹤0.01% | 2818 |
|
|
2022
Q1 | $60K | Buy |
4,936
+3,958
| +405% | +$48.1K | ﹤0.01% | 2662 |
|
|
2021
Q4 | $33K | Buy |
978
+159
| +19% | +$5.37K | ﹤0.01% | 2963 |
|
|
2021
Q3 | $40K | Buy |
819
+32
| +4% | +$1.56K | ﹤0.01% | 2729 |
|
|
2021
Q2 | $36K | Sell |
787
-538
| -41% | -$24.6K | ﹤0.01% | 2720 |
|
|
2021
Q1 | $64K | Buy |
1,325
+1,110
| +516% | +$53.6K | ﹤0.01% | 2260 |
|
|
2020
Q4 | $12K | Buy |
215
+25
| +13% | +$1.4K | ﹤0.01% | 2487 |
|
|
2020
Q3 | $7K | Buy |
+190
| New | +$7K | ﹤0.01% | 2429 |
|
|
2019
Q4 | – | Sell |
-3,000
| Closed | -$57K | – | 1510 |
|
|
2019
Q3 | $57K | Hold |
3,000
| – | – | ﹤0.01% | 953 |
|
|
2019
Q2 | $66K | Buy |
+3,000
| New | +$66K | ﹤0.01% | 886 |
|