OFA
Oak Family Advisors’s NeoGenomics NEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,612
| Closed | -$224K | – | 108 |
|
|
2024
Q4 | $224K | Sell |
13,612
-94,350
| -87% | -$1.55M | 0.08% | 99 |
|
|
2024
Q3 | $1.59M | Sell |
107,962
-1,133
| -1% | -$16.7K | 0.49% | 47 |
|
|
2024
Q2 | $1.51M | Buy |
109,095
+1,454
| +1% | +$20.2K | 0.52% | 46 |
|
|
2024
Q1 | $1.69M | Buy |
107,641
+7,663
| +8% | +$120K | 0.65% | 45 |
|
|
2023
Q4 | $1.62M | Buy |
99,978
+3,241
| +3% | +$52.4K | 0.68% | 44 |
|
|
2023
Q3 | $1.19M | Sell |
96,737
-1,541
| -2% | -$19K | 0.56% | 45 |
|
|
2023
Q2 | $1.58M | Sell |
98,278
-1,168
| -1% | -$18.8K | 0.75% | 39 |
|
|
2023
Q1 | $1.73M | Sell |
99,446
-1,748
| -2% | -$30.4K | 0.85% | 35 |
|
|
2022
Q4 | $935K | Buy |
101,194
+1,894
| +2% | +$17.5K | 0.5% | 49 |
|
|
2022
Q3 | $855K | Buy |
99,300
+10,696
| +12% | +$92.1K | 0.46% | 47 |
|
|
2022
Q2 | $722K | Buy |
88,604
+5,915
| +7% | +$48.2K | 0.36% | 54 |
|
|
2022
Q1 | $1.01M | Buy |
82,689
+24,569
| +42% | +$299K | 0.39% | 54 |
|
|
2021
Q4 | $1.98M | Buy |
58,120
+555
| +1% | +$18.9K | 0.74% | 35 |
|
|
2021
Q3 | $2.78M | Buy |
+57,565
| New | +$2.78M | 1.01% | 22 |
|