Arete 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 | $219K | Sell |
6,893
-211
| -3% | -$6.7K | 0.02% | 670 |
|
|
2025
Q1 | $266K | Sell |
7,104
-858
| -11% | -$32.1K | 0.02% | 577 |
|
|
2024
Q4 | $260K | Sell |
7,962
-1,637
| -17% | -$53.5K | 0.02% | 610 |
|
|
2024
Q3 | $375K | Sell |
9,599
-9,904
| -51% | -$387K | 0.03% | 462 |
|
|
2024
Q2 | $921K | Sell |
19,503
-3,278
| -14% | -$155K | 0.08% | 254 |
|
|
2024
Q1 | $1.14M | Sell |
22,781
-230
| -1% | -$11.6K | 0.11% | 191 |
|
|
2023
Q4 | $1.04M | Buy |
23,011
+13,625
| +145% | +$617K | 0.08% | 240 |
|
|
2023
Q3 | $448K | Sell |
9,386
-608
| -6% | -$29K | 0.08% | 255 |
|
|
2023
Q2 | $483K | Sell |
9,994
-671
| -6% | -$32.4K | 0.04% | 367 |
|
|
2023
Q1 | $540K | Sell |
10,665
-10,269
| -49% | -$520K | 0.04% | 330 |
|
|
2022
Q4 | $1.29B | Buy |
20,934
+5,658
| +37% | +$348M | 0.11% | 163 |
|
|
2022
Q3 | $919K | Buy |
+15,276
| New | +$919K | 0.09% | 192 |
|
|
2018
Q3 | – | Sell |
-6,196
| Closed | -$272K | – | 372 |
|
|
2018
Q2 | $272K | Buy |
+6,196
| New | +$272K | 0.06% | 293 |
|
|
2015
Q1 | – | Sell |
-3,952
| Closed | -$242K | – | 156 |
|
|
2014
Q4 | $242K | Buy |
+3,952
| New | +$242K | 0.17% | 109 |
|