Mark Sheptoff Financial Planning’s NeoGenomics NEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.5K | Hold |
1,300
| – | – | 0.01% | 342 |
|
|
2025
Q1 | $12.3K | Hold |
1,300
| – | – | 0.01% | 301 |
|
|
2024
Q4 | $21.4K | Hold |
1,300
| – | – | 0.01% | 253 |
|
|
2024
Q3 | $19.2K | Hold |
1,300
| – | – | 0.01% | 250 |
|
|
2024
Q2 | $18K | Hold |
1,300
| – | – | 0.01% | 262 |
|
|
2024
Q1 | $20.4K | Hold |
1,300
| – | – | 0.01% | 236 |
|
|
2023
Q4 | $21K | Hold |
1,300
| – | – | 0.01% | 222 |
|
|
2023
Q3 | $16K | Hold |
1,300
| – | – | 0.01% | 228 |
|
|
2023
Q2 | $20.9K | Hold |
1,300
| – | – | 0.01% | 221 |
|
|
2023
Q1 | $22.6K | Hold |
1,300
| – | – | 0.01% | 211 |
|
|
2022
Q4 | $12K | Hold |
1,300
| – | – | 0.01% | 255 |
|
|
2022
Q3 | $11K | Hold |
1,300
| – | – | 0.01% | 248 |
|
|
2022
Q2 | $11K | Hold |
1,300
| – | – | 0.01% | 254 |
|
|
2022
Q1 | $16K | Sell |
1,300
-15,800
| -92% | -$194K | 0.01% | 264 |
|
|
2021
Q4 | $583K | Hold |
17,100
| – | – | 0.28% | 60 |
|
|
2021
Q3 | $825K | Sell |
17,100
-500
| -3% | -$24.1K | 0.45% | 45 |
|
|
2021
Q2 | $795K | Sell |
17,600
-300
| -2% | -$13.6K | 0.43% | 44 |
|
|
2021
Q1 | $863K | Hold |
17,900
| – | – | 0.5% | 43 |
|
|
2020
Q4 | $964K | Hold |
17,900
| – | – | 0.55% | 38 |
|
|
2020
Q3 | $660K | Hold |
17,900
| – | – | 0.41% | 45 |
|
|
2020
Q2 | $555K | Hold |
17,900
| – | – | 0.36% | 47 |
|
|
2020
Q1 | $494K | Sell |
17,900
-2,600
| -13% | -$71.8K | 0.37% | 47 |
|
|
2019
Q4 | $600K | Sell |
20,500
-1,000
| -5% | -$29.3K | 0.38% | 50 |
|
|
2019
Q3 | $411K | Buy |
21,500
+400
| +2% | +$7.65K | 0.28% | 60 |
|
|
2019
Q2 | $463K | Buy |
21,100
+14,200
| +206% | +$312K | 0.32% | 60 |
|
|
2019
Q1 | $141K | Buy |
+6,900
| New | +$141K | 0.1% | 104 |
|