LPL Financial’s NeoGenomics NEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $189K | Buy |
25,457
+8,031
| +46% | +$84.5K | ﹤0.01% | 5519 |
|
|
2025
Q4 | $205K | Buy |
17,426
+495
| +3% | +$5.34K | ﹤0.01% | 5430 |
|
|
2025
Q3 | $131K | Buy |
16,931
+1,606
| +10% | +$11.2K | ﹤0.01% | 5450 |
|
|
2025
Q2 | $112K | Buy |
15,325
+117
| +0.8% | +$944 | ﹤0.01% | 5245 |
|
|
2025
Q1 | $144K | Sell |
15,208
-4,523
| -23% | -$56.5K | ﹤0.01% | 4955 |
|
|
2024
Q4 | $325K | Sell |
19,731
-1,611
| -8% | -$25K | ﹤0.01% | 4455 |
|
|
2024
Q3 | $315K | Sell |
21,342
-841
| -4% | -$13.2K | ﹤0.01% | 4388 |
|
|
2024
Q2 | $308K | Sell |
22,183
-410
| -2% | -$5.81K | ﹤0.01% | 4248 |
|
|
2024
Q1 | $355K | Buy |
22,593
+3,655
| +19% | +$56.4K | ﹤0.01% | 4069 |
|
|
2023
Q4 | $306K | Buy |
18,938
+6,618
| +54% | +$108K | ﹤0.01% | 4078 |
|
|
2023
Q3 | $152K | Buy |
12,320
+364
| +3% | +$5.41K | ﹤0.01% | 4327 |
|
|
2023
Q2 | $192K | Buy |
+11,956
| New | +$197K | ﹤0.01% | 4166 |
|
|
2022
Q3 | – | Sell |
-11,417
| Closed | -$93K | – | 4483 |
|
|
2022
Q2 | $93K | Sell |
11,417
-2,009
| -15% | -$19.2K | ﹤0.01% | 4147 |
|
|
2022
Q1 | $163K | Sell |
13,426
-30
| -0.2% | -$631 | ﹤0.01% | 3880 |
|
|
2021
Q4 | $459K | Sell |
13,456
-16,786
| -56% | -$657K | ﹤0.01% | 3348 |
|
|
2021
Q3 | $1.46M | Sell |
30,242
-13,536
| -31% | -$627K | ﹤0.01% | 2296 |
|
|
2021
Q2 | $1.98M | Buy |
43,778
+2,028
| +5% | +$89.9K | ﹤0.01% | 1989 |
|
|
2021
Q1 | $2.01M | Buy |
41,750
+126
| +0.3% | +$6.56K | ﹤0.01% | 1835 |
|
|
2020
Q4 | $2.24M | Buy |
41,624
+5,611
| +16% | +$254K | ﹤0.01% | 1604 |
|
|
2020
Q3 | $1.33M | Buy |
36,013
+4,353
| +14% | +$162K | ﹤0.01% | 1719 |
|
|
2020
Q2 | $981K | Buy |
31,660
+4,276
| +16% | +$118K | ﹤0.01% | 1835 |
|
|
2020
Q1 | $756K | Buy |
27,384
+4,780
| +21% | +$143K | ﹤0.01% | 1812 |
|
|
2019
Q4 | $661K | Buy |
22,604
+1,315
| +6% | +$31.3K | ﹤0.01% | 2133 |
|
|
2019
Q3 | $407K | Buy |
21,289
+2,039
| +11% | +$47.8K | ﹤0.01% | 2434 |
|
|
2019
Q2 | $422K | Buy |
19,250
+455
| +2% | +$9.98K | ﹤0.01% | 2402 |
|
|
2019
Q1 | $385K | Buy |
18,795
+380
| +2% | +$6.6K | ﹤0.01% | 2434 |
|
|
2018
Q4 | $232K | Sell |
18,415
-1,429
| -7% | -$21.3K | ﹤0.01% | 2688 |
|
|
2018
Q3 | $305K | Buy |
+19,844
| New | +$274K | ﹤0.01% | 2683 |
|
Other funds holding NEO
FLAM
GF
VPM
VCM
B
