EverSource Wealth Advisors’s NeoGenomics NEO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.78K Buy
927
+598
+182% +$4.37K ﹤0.01% 3019
2025
Q1
$3.12K Sell
329
-416
-56% -$3.95K ﹤0.01% 2714
2024
Q4
$12.3K Sell
745
-360
-33% -$5.93K ﹤0.01% 1889
2024
Q3
$16.3K Buy
1,105
+227
+26% +$3.35K ﹤0.01% 1598
2024
Q2
$15.6K Buy
878
+11
+1% +$195 ﹤0.01% 1625
2024
Q1
$12.1K Buy
867
+15
+2% +$209 ﹤0.01% 1596
2023
Q4
$13.8K Buy
852
+345
+68% +$5.58K ﹤0.01% 1415
2023
Q3
$6.24K Sell
507
-238
-32% -$2.93K ﹤0.01% 1612
2023
Q2
$12K Buy
745
+160
+27% +$2.57K ﹤0.01% 1365
2023
Q1
$10.2K Sell
585
-51
-8% -$888 ﹤0.01% 1345
2022
Q4
$5.88K Buy
636
+103
+19% +$952 ﹤0.01% 1539
2022
Q3
$5K Hold
533
﹤0.01% 1383
2022
Q2
$4K Buy
533
+327
+159% +$2.45K ﹤0.01% 1331
2022
Q1
$3K Hold
206
﹤0.01% 1432
2021
Q4
$7K Buy
+206
New +$7K ﹤0.01% 1123