Annis Gardner Whiting Capital 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 | $99.1K | Hold |
3,115
| – | – | 0.03% | 301 |
|
2025
Q1 | $117K | Buy |
3,115
+3,015
| +3,015% | +$113K | 0.05% | 251 |
|
2024
Q4 | $3.27K | Sell |
100
-120
| -55% | -$3.93K | ﹤0.01% | 648 |
|
2024
Q3 | $8.61K | Hold |
220
| – | – | ﹤0.01% | 561 |
|
2024
Q2 | $10.4K | Sell |
220
-300
| -58% | -$14.2K | ﹤0.01% | 678 |
|
2024
Q1 | $26.1K | Sell |
520
-36
| -6% | -$1.81K | 0.01% | 492 |
|
2023
Q4 | $25.2K | Sell |
556
-12
| -2% | -$544 | 0.01% | 369 |
|
2023
Q3 | $27.1K | Buy |
+568
| New | +$27.1K | 0.01% | 355 |
|