Envestnet Asset Management’s NeoGenomics NEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$446K Sell
61,049
-3,019
-5% -$22.1K ﹤0.01% 3778
2025
Q1
$608K Sell
64,068
-16,834
-21% -$160K ﹤0.01% 3501
2024
Q4
$1.33M Sell
80,902
-7,226
-8% -$119K ﹤0.01% 2965
2024
Q3
$1.3M Sell
88,128
-6,563
-7% -$96.8K ﹤0.01% 2954
2024
Q2
$1.31M Sell
94,691
-17,151
-15% -$238K ﹤0.01% 2848
2024
Q1
$1.76M Buy
111,842
+3,755
+3% +$59K ﹤0.01% 2661
2023
Q4
$1.75M Buy
108,087
+32,698
+43% +$529K ﹤0.01% 2557
2023
Q3
$927K Buy
75,389
+27,097
+56% +$333K ﹤0.01% 2864
2023
Q2
$776K Buy
48,292
+33,954
+237% +$546K ﹤0.01% 2949
2023
Q1
$250K Sell
14,338
-1,905
-12% -$33.2K ﹤0.01% 3538
2022
Q4
$150K Sell
16,243
-10,584
-39% -$97.8K ﹤0.01% 3734
2022
Q3
$231K Sell
26,827
-14,405
-35% -$124K ﹤0.01% 3510
2022
Q2
$336K Sell
41,232
-10,725
-21% -$87.4K ﹤0.01% 3294
2022
Q1
$631K Sell
51,957
-30,972
-37% -$376K ﹤0.01% 2985
2021
Q4
$2.83M Sell
82,929
-1,744
-2% -$59.5K ﹤0.01% 1944
2021
Q3
$4.09M Sell
84,673
-25,555
-23% -$1.23M ﹤0.01% 1656
2021
Q2
$4.98M Buy
110,228
+1,521
+1% +$68.7K ﹤0.01% 1528
2021
Q1
$5.24M Buy
108,707
+58,146
+115% +$2.8M ﹤0.01% 1390
2020
Q4
$2.72M Sell
50,561
-3,210
-6% -$173K ﹤0.01% 1584
2020
Q3
$1.98M Buy
53,771
+4,125
+8% +$152K ﹤0.01% 1624
2020
Q2
$1.54M Buy
49,646
+9,326
+23% +$289K ﹤0.01% 1731
2020
Q1
$1.11M Sell
40,320
-9,396
-19% -$259K ﹤0.01% 1756
2019
Q4
$1.45M Buy
49,716
+9,886
+25% +$289K ﹤0.01% 1795
2019
Q3
$762K Buy
39,830
+2,922
+8% +$55.9K ﹤0.01% 2125
2019
Q2
$810K Buy
36,908
+9,309
+34% +$204K ﹤0.01% 2087
2019
Q1
$565K Buy
27,599
+6,741
+32% +$138K ﹤0.01% 2274
2018
Q4
$263K Buy
+20,858
New +$263K ﹤0.01% 2502