FineMark National Bank & Trust’s NeoGenomics NEO Stock Holding History

FineMark National Bank & Trust’s Portfolio NEO Stock Details NEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$275K	Buy	37,585 +5,127	+16%	+$37.5K	0.01%	388
2025 Q1	$308K	Buy	32,458 +2,550	+9%	+$24.2K	0.01%	353
2024 Q4	$493K	Hold	29,908	–	–	0.02%	285
2024 Q3	$441K	Hold	29,908	–	–	0.02%	299
2024 Q2	$415K	Hold	29,908	–	–	0.02%	301
2024 Q1	$470K	Sell	29,908 -109	-0.4%	-$1.71K	0.02%	291
2023 Q4	$486K	Buy	30,017 +350	+1%	+$5.66K	0.02%	284
2023 Q3	$365K	Hold	29,667	–	–	0.02%	304
2023 Q2	$477K	Hold	29,667	–	–	0.02%	286
2023 Q1	$517K	Sell	29,667 -176	-0.6%	-$3.06K	0.02%	267
2022 Q4	$276K	Buy	29,843 +285	+1%	+$2.63K	0.01%	333
2022 Q3	$254K	Hold	29,558	–	–	0.01%	336
2022 Q2	$241K	Sell	29,558 -250	-0.8%	-$2.04K	0.01%	368
2022 Q1	$362K	Hold	29,808	–	–	0.01%	328
2021 Q4	$1.02M	Hold	29,808	–	–	0.04%	215
2021 Q3	$1.44M	Hold	29,808	–	–	0.06%	176
2021 Q2	$1.35M	Hold	29,808	–	–	0.05%	185
2021 Q1	$1.44M	Hold	29,808	–	–	0.06%	173
2020 Q4	$1.61M	Buy	29,808 +500	+2%	+$26.9K	0.07%	155
2020 Q3	$1.08M	Hold	29,308	–	–	0.05%	176
2020 Q2	$908K	Hold	29,308	–	–	0.05%	182
2020 Q1	$809K	Hold	29,308	–	–	0.05%	176
2019 Q4	$857K	Buy	29,308 +450	+2%	+$13.2K	0.04%	193
2019 Q3	$552K	Hold	28,858	–	–	0.03%	236
2019 Q2	$633K	Hold	28,858	–	–	0.04%	219
2019 Q1	$590K	Buy	28,858 +300	+1%	+$6.13K	0.03%	216
2018 Q4	$360K	Hold	28,558	–	–	0.02%	267
2018 Q3	$438K	Sell	28,558 -350,000	-92%	-$5.37M	0.03%	236
2018 Q2	$4.96M	Hold	378,558	–	–	0.3%	79
2018 Q1	$3.09M	Hold	378,558	–	–	0.2%	101
2017 Q4	$3.35M	Sell	378,558 -25,000	-6%	-$221K	0.21%	98
2017 Q3	$4.49M	Hold	403,558	–	–	0.3%	83
2017 Q2	$3.62M	Buy	403,558 +249,750	+162%	+$2.24M	0.26%	91
2017 Q1	$1.21M	Hold	153,808	–	–	0.09%	144
2016 Q4	$1.32M	Hold	153,808	–	–	0.11%	133
2016 Q3	$1.26M	Sell	153,808 -46,442	-23%	-$382K	0.14%	135
2016 Q2	$1.61M	Hold	200,250	–	–	0.18%	114
2016 Q1	$1.35M	Hold	200,250	–	–	0.16%	124
2015 Q4	$1.58M	Hold	200,250	–	–	0.19%	120
2015 Q3	$1.15M	Hold	200,250	–	–	0.15%	137
2015 Q2	$1.08M	Hold	200,250	–	–	0.14%	146
2015 Q1	$935K	Hold	200,250	–	–	0.13%	153
2014 Q4	$835K	Hold	200,250	–	–	0.12%	157
2014 Q3	$1.04M	Sell	200,250 -10,000	-5%	-$52.1K	0.17%	133
2014 Q2	$698K	Buy	210,250 +10,000	+5%	+$33.2K	0.12%	164
2014 Q1	$695K	Hold	200,250	–	–	0.13%	157
2013 Q4	$725K	Hold	200,250	–	–	0.15%	145
2013 Q3	$601K	Hold	200,250	–	–	0.15%	145
2013 Q2	$797K	Buy	+200,250	New	+$797K	0.24%	91