D. Scott Neal, Inc. Closed Holding Positions

D. Scott Neal, Inc.

  • $179 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SPLK
Splunk Inc

Technology
Q3 2018 Filed on Nov 13, 2018
1,500
$95.38 - $128.64 $143K - $193K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q3 2018 Filed on Nov 13, 2018
46,386
N/A
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q3 2018 Filed on Nov 13, 2018
26,383
N/A
BSX
Boston Scientific Corp

Healthcare
Q3 2018 Filed on Nov 13, 2018
1,200
$32.83 - $38.63 $39.4K - $46.4K
SBUX
Starbucks Corp

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
1,000
$48.61 - $57.45 $48.6K - $57.5K
VNQ
Vanguard Specialized Funds Van

ETFs
Q3 2018 Filed on Nov 13, 2018
1,241
N/A
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
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
INTC
Intel Corp

Technology
Q3 2018 Filed on Nov 13, 2018
3,075
$44.93 - $52.43 $138K - $161K
MMS
Maximus, Inc.

Industrials
Q3 2018 Filed on Nov 13, 2018
1,200
$62.78 - $66.5 $75.3K - $79.8K
ED
Consolidated Edison Inc

Utilities
Q3 2018 Filed on Nov 13, 2018
1,000
$74.41 - $81.35 $74.4K - $81.4K
MU
Micron Technology Inc

Technology
Q3 2018 Filed on Nov 13, 2018
1,358
$41.74 - $57.45 $56.7K - $78K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q3 2018 Filed on Nov 13, 2018
1,000
$72.58 - $78.18 $72.6K - $78.2K
Alexion Pharmaceuticals Inc
Q3 2018 Filed on Nov 13, 2018
1,200
N/A
KO
Coca Cola CO

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
3,344
$43.75 - $46.73 $146K - $156K
Invesco Exch Trd Slf Idx Fd
Q3 2018 Filed on Nov 13, 2018
25,510
N/A
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
CL
Colgate Palmolive CO

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
1,360
$64.58 - $69.09 $87.8K - $94K
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
ZTS
Zoetis Inc.

Healthcare
Q2 2018 Filed on Aug 15, 2018
119
$79.9 - $89.2 $9.51K - $10.6K
CHTR
Charter Communications, Inc.

Communication Services
Q2 2018 Filed on Aug 15, 2018
22
$261.04 - $317.46 $5.74K - $6.98K
Broadcom LTD
Q2 2018 Filed on Aug 15, 2018
117
N/A
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2018 Filed on Aug 15, 2018
100
$50.53 - $62.98 $5.05K - $6.3K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
Q2 2018 Filed on Aug 15, 2018
363
N/A
Dell Technologies Inc
Q2 2018 Filed on Aug 15, 2018
33
N/A
UNIT
Uniti Group Inc.

Real Estate
Q2 2018 Filed on Aug 15, 2018
58
$15.84 - $23.24 $919 - $1.35K
UAA
Under Armour, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 15, 2018
500
$16.08 - $24.31 $8.04K - $12.2K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 15, 2018
200
$10.45 - $13.15 $2.09K - $2.63K
TMUS
T Mobile Us, Inc.

Communication Services
Q2 2018 Filed on Aug 15, 2018
411
$55.58 - $64.52 $22.8K - $26.5K
VGT
Vanguard Information Technolog

ETFs
Q2 2018 Filed on Aug 15, 2018
27
N/A
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q2 2018 Filed on Aug 15, 2018
6
N/A
SSYS
Stratasys Ltd.

Technology
Q2 2018 Filed on Aug 15, 2018
150
$17.35 - $21.52 $2.6K - $3.23K
VMI
Valmont Industries Inc

Industrials
Q2 2018 Filed on Aug 15, 2018
150
$139.3 - $154.1 $20.9K - $23.1K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2018 Filed on Aug 15, 2018
30,335
N/A
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 15, 2018
77
$36.91 - $42.76 $2.84K - $3.29K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q2 2018 Filed on Aug 15, 2018
850
$46.96 - $65.57 $39.9K - $55.7K
EBAY
Ebay Inc

Consumer Cyclical
Q2 2018 Filed on Aug 15, 2018
400
$36.14 - $42.2 $14.5K - $16.9K
Versum Matls Inc
Q2 2018 Filed on Aug 15, 2018
70
N/A
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q2 2018 Filed on Aug 15, 2018
1,701
$48.34 - $60.3 $82.2K - $103K
Web Com Group Inc
Q2 2018 Filed on Aug 15, 2018
413
N/A
WFC
Wells Fargo & Company

Financial Services
Q2 2018 Filed on Aug 15, 2018
253
$50.39 - $56.18 $12.7K - $14.2K
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
Windstream Hldgs Inc
Q2 2018 Filed on Aug 15, 2018
299
N/A
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