Alta Wealth Advisors’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,072
Closed -$264K 124
2025
Q1
$264K Buy
+7,072
New +$264K 0.12% 117
2024
Q4
Sell
-5,412
Closed -$212K 137
2024
Q3
$212K Buy
+5,412
New +$212K 0.1% 127