American Trust Investment 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
Q1 | – | Sell |
-18,835
| Closed | -$616K | – | 106 |
|
|
2024
Q4 | $616K | Buy |
18,835
+5,290
| +39% | +$173K | 0.25% | 72 |
|
|
2024
Q3 | $530K | Buy |
+13,545
| New | +$530K | 0.22% | 76 |
|
|
2017
Q2 | – | Sell |
-62,640
| Closed | -$2.61M | – | 77 |
|
|
2017
Q1 | $2.61M | Buy |
62,640
+3,450
| +6% | +$144K | 2.36% | 15 |
|
|
2016
Q4 | $2.7M | Buy |
+59,190
| New | +$2.7M | 2.63% | 13 |
|