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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Buy |
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|
2025
Q1 | $132K | Sell |
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|
2024
Q4 | $368K | Sell |
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|
2024
Q3 | $347K | Buy |
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|
2024
Q2 | $229K | Sell |
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|
2024
Q1 | $277K | Buy |
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|
2023
Q4 | $274K | Sell |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $1.77M | Sell |
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|
2022
Q4 | $938K | Buy |
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|
2022
Q3 | $562K | Buy |
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|
2022
Q2 | $200K | Buy |
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|
2022
Q1 | $143K | Sell |
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|
2021
Q4 | $409K | Sell |
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|
2021
Q3 | $662K | Sell |
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|
2021
Q2 | $908K | Buy |
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|
2021
Q1 | $562K | Buy |
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|
2020
Q4 | $453K | Buy |
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|
2020
Q3 | $269K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $31K | Sell |
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|
2017
Q1 | $51K | Hold |
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|
2016
Q4 | $56K | Buy |
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|
2016
Q3 | $33K | Buy |
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|
2016
Q2 | $8K | Sell |
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|
2016
Q1 | $59K | Hold |
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|
2015
Q4 | $69K | Buy |
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|
2015
Q3 | $5K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $4K | Hold |
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|
2014
Q4 | $3K | Hold |
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|
2014
Q3 | $4K | Hold |
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|
2014
Q2 | $3K | Buy |
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|
2014
Q1 | $1K | Hold |
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|
2013
Q4 | $1K | Buy |
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