IFP Advisors’s NeoGenomics NEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45K | Buy |
199
+190
| +2,111% | +$1.39K | ﹤0.01% | 4039 |
|
|
2025
Q1 | $85 | Hold |
9
| – | – | ﹤0.01% | 3896 |
|
|
2024
Q4 | $148 | Buy |
+9
| New | +$148 | ﹤0.01% | 3875 |
|
|
2023
Q1 | – | Sell |
-9
| Closed | -$5K | – | 4062 |
|
|
2022
Q4 | $5K | Buy |
+9
| New | +$5K | ﹤0.01% | 3795 |
|
|
2022
Q1 | – | Sell |
-236
| Closed | -$8K | – | 4583 |
|
|
2021
Q4 | $8K | Buy |
236
+36
| +18% | +$1.22K | ﹤0.01% | 2269 |
|
|
2021
Q3 | $10K | Sell |
200
-108
| -35% | -$5.4K | ﹤0.01% | 2228 |
|
|
2021
Q2 | $14K | Sell |
308
-2,861
| -90% | -$130K | ﹤0.01% | 2077 |
|
|
2021
Q1 | $153K | Hold |
3,169
| – | – | ﹤0.01% | 963 |
|
|
2020
Q4 | $170K | Buy |
3,169
+2,382
| +303% | +$128K | 0.01% | 879 |
|
|
2020
Q3 | $28K | Buy |
787
+87
| +12% | +$3.1K | ﹤0.01% | 1503 |
|
|
2020
Q2 | $21K | Hold |
700
| – | – | ﹤0.01% | 1548 |
|
|
2020
Q1 | $19K | Buy |
700
+500
| +250% | +$13.6K | ﹤0.01% | 1499 |
|
|
2019
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 2117 |
|
|
2019
Q3 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 2434 |
|
|
2019
Q1 | – | Sell |
-19
| Closed | – | – | 3016 |
|
|
2018
Q4 | $0 | Hold |
19
| – | – | ﹤0.01% | 3702 |
|
|
2018
Q3 | $0 | Buy |
+19
| New | – | ﹤0.01% | 3892 |
|
|
2017
Q4 | – | Sell |
-3,000
| Closed | -$33K | – | 3947 |
|
|
2017
Q3 | $33K | Hold |
3,000
| – | – | ﹤0.01% | 2242 |
|
|
2017
Q2 | $27K | Hold |
3,000
| – | – | ﹤0.01% | 2376 |
|
|
2017
Q1 | $24K | Hold |
3,000
| – | – | ﹤0.01% | 2357 |
|
|
2016
Q4 | $26K | Sell |
3,000
-1,500
| -33% | -$13K | ﹤0.01% | 2272 |
|
|
2016
Q3 | $37K | Sell |
4,500
-1,000
| -18% | -$8.22K | ﹤0.01% | 1989 |
|
|
2016
Q2 | $44K | Buy |
+5,500
| New | +$44K | ﹤0.01% | 1841 |
|
|
2016
Q1 | – | Sell |
-3,000
| Closed | -$24K | – | 3038 |
|
|
2015
Q4 | $24K | Buy |
+3,000
| New | +$24K | ﹤0.01% | 2044 |
|