D. Scott Neal, Inc. Closed Holding Positions

D. Scott Neal, Inc.

  • $216 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q3 2018 Filed on Nov 13, 2018
46,386
N/A
AMN
Amn Healthcare Services Inc

Healthcare
Q3 2018 Filed on Nov 13, 2018
1,000
$50.7 - $62.2 $50.7K - $62.2K
BSX
Boston Scientific Corp

Healthcare
Q3 2018 Filed on Nov 13, 2018
1,200
$32.83 - $38.63 $39.4K - $46.4K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
Q3 2018 Filed on Nov 13, 2018
1,134
$8.61 - $9.32 $9.76K - $10.6K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q3 2018 Filed on Nov 13, 2018
45,453
$109.27 - $119.0 $4.97M - $5.41M
SFNC
Simmons First National Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
1,246
$29.4 - $32.25 $36.6K - $40.2K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q3 2018 Filed on Nov 13, 2018
1,000
$72.58 - $78.18 $72.6K - $78.2K
SBUX
Starbucks Corp

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
1,000
$48.61 - $57.45 $48.6K - $57.5K
USB
Us Bancorp \De\

Financial Services
Q3 2018 Filed on Nov 13, 2018
1,000
$49.93 - $55.35 $49.9K - $55.4K
VNQ
Vanguard Specialized Funds Van

ETFs
Q3 2018 Filed on Nov 13, 2018
1,241
N/A
CSCO
Cisco Systems, Inc.

Technology
Q3 2018 Filed on Nov 13, 2018
4,371
$41.78 - $48.65 $183K - $213K
CL
Colgate Palmolive CO

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
1,360
$64.58 - $69.09 $87.8K - $94K
Alexion Pharmaceuticals Inc
Q3 2018 Filed on Nov 13, 2018
1,200
N/A
MMS
Maximus, Inc.

Industrials
Q3 2018 Filed on Nov 13, 2018
1,200
$62.78 - $66.5 $75.3K - $79.8K
KO
Coca Cola CO

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
3,344
$43.75 - $46.73 $146K - $156K
INTC
Intel Corp

Technology
Q3 2018 Filed on Nov 13, 2018
3,075
$44.93 - $52.43 $138K - $161K
ED
Consolidated Edison Inc

Utilities
Q3 2018 Filed on Nov 13, 2018
1,000
$74.41 - $81.35 $74.4K - $81.4K
Dowdupont Inc
Q3 2018 Filed on Nov 13, 2018
2,307
N/A
FMBH
First Mid Bancshares, Inc.

Financial Services
Q3 2018 Filed on Nov 13, 2018
1,000
$39.59 - $41.78 $39.6K - $41.8K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q3 2018 Filed on Nov 13, 2018
3,300
$50.18 - $50.34 $166K - $166K
PRU
Prudential Financial Inc

Financial Services
Q2 2018 Filed on Aug 15, 2018
122
$93.22 - $107.62 $11.4K - $13.1K
DFS
Discover Financial Services

Financial Services
Q2 2018 Filed on Aug 15, 2018
156
$69.58 - $78.22 $10.9K - $12.2K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q2 2018 Filed on Aug 15, 2018
22,180
$80.73 - $86.33 $1.79M - $1.91M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q2 2018 Filed on Aug 15, 2018
6
N/A
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2018 Filed on Aug 15, 2018
32,318
N/A
Halyard Health Inc
Q2 2018 Filed on Aug 15, 2018
55
N/A
IBKR
Interactive Brokers Group, Inc.

Financial Services
Q2 2018 Filed on Aug 15, 2018
500
$64.41 - $79.7 $32.2K - $39.9K
Versum Matls Inc
Q2 2018 Filed on Aug 15, 2018
70
N/A
Vectren Corp
Q2 2018 Filed on Aug 15, 2018
445
N/A
DIS
Walt Disney CO

Communication Services
Q2 2018 Filed on Aug 15, 2018
760
$98.66 - $108.85 $75K - $82.7K
VZ
Verizon Communications Inc

Communication Services
Q2 2018 Filed on Aug 15, 2018
235
$46.38 - $51.57 $10.9K - $12.1K
MS
Morgan Stanley

Financial Services
Q2 2018 Filed on Aug 15, 2018
128
$47.19 - $55.22 $6.04K - $7.07K
LE
Lands' End, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 15, 2018
18
$18.9 - $29.9 $340 - $538
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q2 2018 Filed on Aug 15, 2018
267
$23.29 - $28.21 $6.22K - $7.53K
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2018 Filed on Aug 15, 2018
805
$54.2 - $63.32 $43.6K - $51K
VMI
Valmont Industries Inc

Industrials
Q2 2018 Filed on Aug 15, 2018
150
$139.3 - $154.1 $20.9K - $23.1K
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2018 Filed on Aug 15, 2018
444
$98.52 - $109.41 $43.7K - $48.6K
Broadcom LTD
Q2 2018 Filed on Aug 15, 2018
117
N/A
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
Q2 2018 Filed on Aug 15, 2018
363
N/A
AMAT
Applied Materials Inc

Technology
Q2 2018 Filed on Aug 15, 2018
758
$45.25 - $57.86 $34.3K - $43.9K
DAL
Delta Air Lines, Inc.

Industrials
Q2 2018 Filed on Aug 15, 2018
196
$49.54 - $55.87 $9.71K - $11K
VRTV
Veritiv Corp

Industrials
Q2 2018 Filed on Aug 15, 2018
1
$29.5 - $39.85 $29.5 - $39.9
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2018 Filed on Aug 15, 2018
100
$50.53 - $62.98 $5.05K - $6.3K
ITW
Illinois Tool Works Inc

Industrials
Q2 2018 Filed on Aug 15, 2018
109
$138.54 - $159.4 $15.1K - $17.4K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2018 Filed on Aug 15, 2018
30,335
N/A
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q2 2018 Filed on Aug 15, 2018
332
N/A
GILD
Gilead Sciences, Inc.

Healthcare
Q2 2018 Filed on Aug 15, 2018
566
$64.88 - $75.68 $36.7K - $42.8K
ADP
Automatic Data Processing Inc

Industrials
Q2 2018 Filed on Aug 15, 2018
142
$113.3 - $140.34 $16.1K - $19.9K
DK
Delek Us Holdings, Inc.

Energy
Q2 2018 Filed on Aug 15, 2018
745
$40.0 - $59.81 $29.8K - $44.6K
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