Avantax Advisory Services’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 | $2.63M | Sell |
82,764
-911
| -1% | -$29K | 0.01% | 675 |
|
2025
Q1 | $3.13M | Buy |
83,675
+7,827
| +10% | +$293K | 0.02% | 566 |
|
2024
Q4 | $2.48M | Buy |
75,848
+8,733
| +13% | +$286K | 0.02% | 622 |
|
2024
Q3 | $2.63M | Buy |
67,115
+440
| +0.7% | +$17.2K | 0.02% | 586 |
|
2024
Q2 | $3.16M | Sell |
66,675
-7,549
| -10% | -$358K | 0.02% | 510 |
|
2024
Q1 | $3.72M | Sell |
74,224
-35,803
| -33% | -$1.8M | 0.03% | 378 |
|
2023
Q4 | $4.98M | Buy |
110,027
+1,471
| +1% | +$66.6K | 0.05% | 283 |
|
2023
Q3 | $5.18M | Buy |
108,556
+825
| +0.8% | +$39.4K | 0.06% | 250 |
|
2023
Q2 | $5.21M | Buy |
107,731
+7,822
| +8% | +$378K | 0.06% | 244 |
|
2023
Q1 | $5.06M | Buy |
99,909
+19,946
| +25% | +$1.01M | 0.06% | 243 |
|
2022
Q4 | $4.92M | Buy |
79,963
+13,180
| +20% | +$811K | 0.07% | 228 |
|
2022
Q3 | $4.02M | Buy |
66,783
+12,370
| +23% | +$744K | 0.06% | 238 |
|
2022
Q2 | $3M | Buy |
54,413
+8,201
| +18% | +$452K | 0.05% | 296 |
|
2022
Q1 | $2.73M | Sell |
46,212
-23,614
| -34% | -$1.4M | 0.04% | 311 |
|
2021
Q4 | $3.08M | Sell |
69,826
-25,806
| -27% | -$1.14M | 0.05% | 286 |
|
2021
Q3 | $3.4M | Buy |
95,632
+15,500
| +19% | +$550K | 0.06% | 251 |
|
2021
Q2 | $2.34M | Buy |
80,132
+640
| +0.8% | +$18.7K | 0.04% | 300 |
|
2021
Q1 | $1.74M | Buy |
79,492
+40,635
| +105% | +$889K | 0.04% | 317 |
|
2020
Q4 | $615K | Sell |
38,857
-9,613
| -20% | -$152K | 0.01% | 495 |
|
2020
Q3 | $459K | Buy |
48,470
+6,278
| +15% | +$59.5K | 0.01% | 829 |
|
2020
Q2 | $479K | Buy |
+42,192
| New | +$479K | 0.01% | 493 |
|
2019
Q2 | – | Sell |
-6,409
| Closed | -$202K | – | 526 |
|
2019
Q1 | $202K | Buy |
+6,409
| New | +$202K | 0.01% | 464 |
|