Arkadios 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 | $3.41M | Buy |
107,306
+24,058
| +29% | +$765K | 0.1% | 216 |
|
|
2025
Q1 | $3.11M | Buy |
83,248
+30,886
| +59% | +$1.16M | 0.12% | 195 |
|
|
2024
Q4 | $1.71M | Buy |
52,362
+4,338
| +9% | +$142K | 0.09% | 208 |
|
|
2024
Q3 | $1.88M | Buy |
48,024
+11,596
| +32% | +$454K | 0.11% | 197 |
|
|
2024
Q2 | $1.73M | Buy |
36,428
+10,979
| +43% | +$520K | 0.12% | 184 |
|
|
2024
Q1 | $1.28M | Buy |
+25,449
| New | +$1.28M | 0.1% | 194 |
|
|
2023
Q4 | – | Sell |
-5,139
| Closed | -$245K | – | 735 |
|
|
2023
Q3 | $245K | Sell |
5,139
-1,698
| -25% | -$81K | 0.02% | 559 |
|
|
2023
Q2 | $330K | Sell |
6,837
-1,712
| -20% | -$82.8K | 0.04% | 419 |
|
|
2023
Q1 | $433K | Sell |
8,549
-1,187
| -12% | -$60.1K | 0.05% | 338 |
|
|
2022
Q4 | $599K | Buy |
9,736
+3,167
| +48% | +$195K | 0.08% | 259 |
|
|
2022
Q3 | $395K | Buy |
6,569
+2,730
| +71% | +$164K | 0.06% | 321 |
|
|
2022
Q2 | $212K | Sell |
3,839
-4,132
| -52% | -$228K | 0.03% | 490 |
|
|
2022
Q1 | $471K | Sell |
7,971
-2,690
| -25% | -$159K | 0.06% | 325 |
|
|
2021
Q4 | $470K | Buy |
10,661
+1,437
| +16% | +$63.4K | 0.06% | 337 |
|
|
2021
Q3 | $327K | Sell |
9,224
-1,505
| -14% | -$53.4K | 0.05% | 387 |
|
|
2021
Q2 | $313K | Sell |
10,729
-5,920
| -36% | -$173K | 0.04% | 441 |
|
|
2021
Q1 | $363K | Buy |
+16,649
| New | +$363K | 0.06% | 311 |
|
|
2020
Q2 | – | Sell |
-10
| Closed | -$69 | – | 993 |
|
|
2020
Q1 | $69 | Buy |
+10
| New | +$69 | ﹤0.01% | 1161 |
|