Corient Private Wealth’s NeoGenomics NEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Sell |
14,474
-9,539
| -40% | -$69.7K | ﹤0.01% | 2413 |
|
|
2025
Q1 | $228K | Buy |
24,013
+102
| +0.4% | +$968 | ﹤0.01% | 1993 |
|
|
2024
Q4 | $394K | Buy |
23,911
+608
| +3% | +$10K | ﹤0.01% | 1747 |
|
|
2024
Q3 | $344K | Buy |
23,303
+3,967
| +21% | +$58.5K | ﹤0.01% | 1925 |
|
|
2024
Q2 | $268K | Sell |
19,336
-250
| -1% | -$3.47K | ﹤0.01% | 1972 |
|
|
2024
Q1 | $308K | Buy |
19,586
+190
| +1% | +$2.99K | ﹤0.01% | 1870 |
|
|
2023
Q4 | $314K | Buy |
19,396
+3,491
| +22% | +$56.5K | ﹤0.01% | 1841 |
|
|
2023
Q3 | $196K | Buy |
15,905
+944
| +6% | +$11.6K | ﹤0.01% | 1921 |
|
|
2023
Q2 | $240K | Sell |
14,961
-12
| -0.1% | -$193 | ﹤0.01% | 1789 |
|
|
2023
Q1 | $261K | Buy |
+14,973
| New | +$261K | ﹤0.01% | 1663 |
|