Mark Sheptoff Financial Planning’s NeoGenomics NEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.5K | Hold |
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|
2025
Q1 | $12.3K | Hold |
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|
2024
Q4 | $21.4K | Hold |
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|
2024
Q3 | $19.2K | Hold |
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|
2024
Q2 | $18K | Hold |
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|
2024
Q1 | $20.4K | Hold |
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|
2023
Q4 | $21K | Hold |
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|
2023
Q3 | $16K | Hold |
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|
2023
Q2 | $20.9K | Hold |
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|
2023
Q1 | $22.6K | Hold |
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|
2022
Q4 | $12K | Hold |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $16K | Sell |
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|
2021
Q4 | $583K | Hold |
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|
2021
Q3 | $825K | Sell |
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|
2021
Q2 | $795K | Sell |
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|
2021
Q1 | $863K | Hold |
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|
2020
Q4 | $964K | Hold |
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|
2020
Q3 | $660K | Hold |
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|
2020
Q2 | $555K | Hold |
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|
2020
Q1 | $494K | Sell |
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|
2019
Q4 | $600K | Sell |
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|
2019
Q3 | $411K | Buy |
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|
2019
Q2 | $463K | Buy |
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|
2019
Q1 | $141K | Buy |
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