AWM
Accel Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Buy |
12,897
+780
| +6% | +$24.8K | 0.14% | 160 |
|
|
2025
Q1 | $453K | Sell |
12,117
-826
| -6% | -$30.9K | 0.16% | 133 |
|
|
2024
Q4 | $424K | Sell |
12,943
-756
| -6% | -$24.7K | 0.16% | 143 |
|
|
2024
Q3 | $536K | Sell |
13,699
-6,822
| -33% | -$267K | 0.2% | 122 |
|
|
2024
Q2 | $973K | Sell |
20,521
-720
| -3% | -$34.1K | 0.39% | 66 |
|
|
2024
Q1 | $1.07M | Sell |
21,241
-141
| -0.7% | -$7.08K | 0.45% | 57 |
|
|
2023
Q4 | $969K | Buy |
21,382
+1,148
| +6% | +$52K | 0.49% | 56 |
|
|
2023
Q3 | $965K | Buy |
20,234
+1,611
| +9% | +$76.8K | 0.54% | 53 |
|
|
2023
Q2 | $900K | Buy |
18,623
+387
| +2% | +$18.7K | 0.5% | 61 |
|
|
2023
Q1 | $923K | Buy |
18,236
+7,935
| +77% | +$402K | 0.38% | 69 |
|
|
2022
Q4 | $634K | Buy |
10,301
+2,702
| +36% | +$166K | 0.3% | 73 |
|
|
2022
Q3 | $525K | Buy |
7,599
+6,266
| +470% | +$433K | 0.28% | 79 |
|
|
2022
Q2 | $70K | Buy |
1,333
+246
| +23% | +$12.9K | 0.04% | 293 |
|
|
2022
Q1 | $66K | Buy |
1,087
+400
| +58% | +$24.3K | 0.03% | 313 |
|
|
2021
Q4 | $30K | Hold |
687
| – | – | 0.01% | 479 |
|
|
2021
Q3 | $24K | Hold |
687
| – | – | 0.02% | 464 |
|
|
2021
Q2 | $20K | Hold |
687
| – | – | 0.01% | 538 |
|
|
2021
Q1 | $15K | Buy |
687
+339
| +97% | +$7.4K | 0.01% | 570 |
|
|
2020
Q4 | $6K | Buy |
+348
| New | +$6K | 0.01% | 688 |
|