Steward Partners Investment Advisory’s NeoGenomics NEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $855 | Hold |
117
| – | – | ﹤0.01% | 3893 |
|
|
2025
Q1 | $1.11K | Hold |
117
| – | – | ﹤0.01% | 3752 |
|
|
2024
Q4 | $1.93K | Buy |
+117
| New | +$1.93K | ﹤0.01% | 3640 |
|
|
2021
Q2 | – | Sell |
-425
| Closed | -$20.5K | – | 7289 |
|
|
2021
Q1 | $20.5K | Buy |
+425
| New | +$20.5K | ﹤0.01% | 2466 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 2628 |
|
|
2019
Q4 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 2688 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 2713 |
|
|
2019
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2661 |
|