Clearstead Advisors’s Neogen NEOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.9K | Sell |
20,694
-6,624
| -24% | -$31.7K | ﹤0.01% | 1057 |
|
|
2025
Q1 | $237K | Buy |
27,318
+10,826
| +66% | +$93.9K | ﹤0.01% | 775 |
|
|
2024
Q4 | $200K | Buy |
16,492
+16,292
| +8,146% | +$198K | ﹤0.01% | 853 |
|
|
2024
Q3 | $3.36K | Hold |
200
| – | – | ﹤0.01% | 1769 |
|
|
2024
Q2 | $3.13K | Hold |
200
| – | – | ﹤0.01% | 1760 |
|
|
2024
Q1 | $2.57K | Hold |
200
| – | – | ﹤0.01% | 1283 |
|
|
2023
Q4 | $4.02K | Sell |
200
-200
| -50% | -$4.02K | ﹤0.01% | 1188 |
|
|
2023
Q3 | $7.42K | Buy |
400
+200
| +100% | +$3.71K | ﹤0.01% | 1154 |
|
|
2023
Q2 | $4.35K | Hold |
200
| – | – | ﹤0.01% | 1064 |
|
|
2023
Q1 | $3.7K | Hold |
200
| – | – | ﹤0.01% | 1053 |
|
|
2022
Q4 | $3.05K | Hold |
200
| – | – | ﹤0.01% | 1040 |
|
|
2022
Q3 | $3K | Sell |
200
-2,201
| -92% | -$33K | ﹤0.01% | 1038 |
|
|
2022
Q2 | $58K | Hold |
2,401
| – | – | ﹤0.01% | 593 |
|
|
2022
Q1 | $74K | Hold |
2,401
| – | – | 0.01% | 604 |
|
|
2021
Q4 | $109K | Buy |
2,401
+2,201
| +1,101% | +$99.9K | 0.01% | 507 |
|
|
2021
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 955 |
|
|
2021
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 807 |
|
|
2021
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 796 |
|
|
2020
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 748 |
|
|
2020
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 695 |
|
|
2020
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 620 |
|
|
2020
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 608 |
|