Altus Wealth Group’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-11,990
| Closed | -$392K | – | 139 |
|
2024
Q4 | $392K | Sell |
11,990
-451
| -4% | -$14.8K | 0.17% | 105 |
|
2024
Q3 | $487K | Buy |
12,441
+3,443
| +38% | +$135K | 0.21% | 85 |
|
2024
Q2 | $427K | Buy |
8,998
+970
| +12% | +$46K | 0.21% | 91 |
|
2024
Q1 | $403K | Buy |
8,028
+807
| +11% | +$40.5K | 0.2% | 97 |
|
2023
Q4 | $327K | Buy |
+7,221
| New | +$327K | 0.18% | 108 |
|
2021
Q1 | – | Sell |
-80
| Closed | -$1K | – | 339 |
|
2020
Q4 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 787 |
|