Creative Planning’s NeoGenomics NEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $450K | Buy |
60,598
+6,632
| +12% | +$69.8K | ﹤0.01% | 3107 |
|
|
2025
Q4 | $635K | Buy |
53,966
+10,027
| +23% | +$108K | ﹤0.01% | 2637 |
|
|
2025
Q3 | $339K | Buy |
43,939
+27,204
| +163% | +$191K | ﹤0.01% | 3046 |
|
|
2025
Q2 | $122K | Buy |
16,735
+2,840
| +20% | +$22.9K | ﹤0.01% | 3383 |
|
|
2025
Q1 | $132K | Sell |
13,895
-8,430
| -38% | -$105K | ﹤0.01% | 3196 |
|
|
2024
Q4 | $368K | Sell |
22,325
-1,222
| -5% | -$19K | ﹤0.01% | 2506 |
|
|
2024
Q3 | $347K | Buy |
23,547
+7,004
| +42% | +$110K | ﹤0.01% | 2407 |
|
|
2024
Q2 | $229K | Sell |
16,543
-1,108
| -6% | -$15.7K | ﹤0.01% | 2579 |
|
|
2024
Q1 | $277K | Buy |
17,651
+747
| +4% | +$11.5K | ﹤0.01% | 2317 |
|
|
2023
Q4 | $274K | Sell |
16,904
-85,108
| -83% | -$1.39M | ﹤0.01% | 2155 |
|
|
2023
Q3 | $1.25M | Buy |
102,012
+1,080
| +1% | +$16.1K | ﹤0.01% | 1060 |
|
|
2023
Q2 | $1.62M | Sell |
100,932
-566
| -0.6% | -$9.33K | ﹤0.01% | 910 |
|
|
2023
Q1 | $1.77M | Sell |
101,498
-7
| -0% | -$100 | ﹤0.01% | 823 |
|
|
2022
Q4 | $938K | Buy |
101,505
+36,268
| +56% | +$338K | ﹤0.01% | 1064 |
|
|
2022
Q3 | $562K | Buy |
65,237
+40,758
| +167% | +$405K | ﹤0.01% | 1262 |
|
|
2022
Q2 | $200K | Buy |
24,479
+12,727
| +108% | +$122K | ﹤0.01% | 1884 |
|
|
2022
Q1 | $143K | Sell |
11,752
-222
| -2% | -$4.67K | ﹤0.01% | 1940 |
|
|
2021
Q4 | $409K | Sell |
11,974
-1,739
| -13% | -$68.1K | ﹤0.01% | 1426 |
|
|
2021
Q3 | $662K | Sell |
13,713
-6,402
| -32% | -$296K | ﹤0.01% | 1145 |
|
|
2021
Q2 | $908K | Buy |
20,115
+8,471
| +73% | +$375K | ﹤0.01% | 973 |
|
|
2021
Q1 | $562K | Buy |
11,644
+3,228
| +38% | +$168K | ﹤0.01% | 1363 |
|
|
2020
Q4 | $453K | Buy |
8,416
+1,115
| +15% | +$50.4K | ﹤0.01% | 1379 |
|
|
2020
Q3 | $269K | Buy |
+7,301
| New | +$271K | ﹤0.01% | 1490 |
|
|
2017
Q3 | – | Sell |
-3,500
| Closed | -$31K | – | 3055 |
|
|
2017
Q2 | $31K | Sell |
3,500
-3,000
| -46% | -$23.8K | ﹤0.01% | 2863 |
|
|
2017
Q1 | $51K | Hold |
6,500
| – | – | ﹤0.01% | 2464 |
|
|
2016
Q4 | $56K | Buy |
6,500
+2,500
| +63% | +$21.4K | ﹤0.01% | 2304 |
|
|
2016
Q3 | $33K | Buy |
4,000
+3,000
| +300% | +$25.2K | ﹤0.01% | 2671 |
|
|
2016
Q2 | $8K | Sell |
1,000
-7,800
| -89% | -$62.5K | ﹤0.01% | 3389 |
|
|
2016
Q1 | $59K | Hold |
8,800
| – | – | ﹤0.01% | 1979 |
|
|
2015
Q4 | $69K | Buy |
8,800
+8,000
| +1,000% | +$58.6K | ﹤0.01% | 1860 |
|
|
2015
Q3 | $5K | Buy |
+800
| New | +$4.95K | ﹤0.01% | 3620 |
|
|
2015
Q2 | – | Sell |
-800
| Closed | -$4K | – | 2338 |
|
|
2015
Q1 | $4K | Hold |
800
| – | – | ﹤0.01% | 3641 |
|
|
2014
Q4 | $3K | Hold |
800
| – | – | ﹤0.01% | 3716 |
|
|
2014
Q3 | $4K | Hold |
800
| – | – | ﹤0.01% | 3404 |
|
|
2014
Q2 | $3K | Buy |
800
+500
| +167% | +$1.66K | ﹤0.01% | 3408 |
|
|
2014
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 3512 |
|
|
2013
Q4 | $1K | Buy |
+300
| New | +$1.04K | ﹤0.01% | 3218 |
|
Other funds holding NEO
FLAM
GF
VPM
VCM
B
