AE Wealth Management’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $673K | Buy |
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|
2025
Q2 | $495K | Buy |
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|
2025
Q1 | $557K | Buy |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $468K | Sell |
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|
2024
Q2 | $755K | Buy |
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|
2024
Q1 | $540K | Sell |
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|
2023
Q4 | $5.9M | Sell |
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|
2023
Q3 | $15.1M | Sell |
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|
2023
Q2 | $16.8M | Sell |
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|
2023
Q1 | $22.9M | Sell |
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|
2022
Q4 | $30.7M | Sell |
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|
2022
Q3 | $30.6M | Sell |
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|
2022
Q2 | $29.8M | Buy |
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|
2022
Q1 | $25.1M | Buy |
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|
2021
Q4 | $12.4M | Buy |
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|
2021
Q3 | $6.55M | Buy |
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|
2021
Q2 | $939K | Sell |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $916K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $220K | Buy |
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