Avior Wealth Management’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 | – | Sell |
-5,441
| Closed | -$203K | – | 713 |
|
|
2025
Q1 | $203K | Sell |
5,441
-3,999
| -42% | -$150K | 0.01% | 658 |
|
|
2024
Q4 | $309K | Sell |
9,440
-75
| -0.8% | -$2.46K | 0.01% | 584 |
|
|
2024
Q3 | $372K | Buy |
9,515
+1,293
| +16% | +$50.6K | 0.01% | 529 |
|
|
2024
Q2 | $390K | Sell |
8,222
-1,081
| -12% | -$51.2K | 0.02% | 502 |
|
|
2024
Q1 | $467K | Buy |
9,303
+2,674
| +40% | +$134K | 0.02% | 470 |
|
|
2023
Q4 | $300K | Buy |
6,629
+2,223
| +50% | +$101K | 0.02% | 448 |
|
|
2023
Q3 | $210K | Buy |
4,406
+207
| +5% | +$9.87K | 0.01% | 514 |
|
|
2023
Q2 | $203K | Sell |
4,199
-46
| -1% | -$2.22K | 0.01% | 522 |
|
|
2023
Q1 | $215K | Buy |
4,245
+3,057
| +257% | +$155K | 0.01% | 517 |
|
|
2022
Q4 | $73.1K | Buy |
1,188
+610
| +106% | +$37.6K | 0.01% | 568 |
|
|
2022
Q3 | $34K | Hold |
578
| – | – | ﹤0.01% | 660 |
|
|
2022
Q2 | $31K | Buy |
578
+350
| +154% | +$18.8K | ﹤0.01% | 631 |
|
|
2022
Q1 | $13K | Buy |
228
+165
| +262% | +$9.41K | ﹤0.01% | 792 |
|
|
2021
Q4 | $2K | Hold |
63
| – | – | ﹤0.01% | 971 |
|
|
2021
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 933 |
|
|
2021
Q2 | $1K | Hold |
63
| – | – | ﹤0.01% | 949 |
|
|
2021
Q1 | $1K | Sell |
63
-721
| -92% | -$11.4K | ﹤0.01% | 942 |
|
|
2020
Q4 | $12K | Buy |
+784
| New | +$12K | ﹤0.01% | 682 |
|
|
2018
Q2 | – | Sell |
-4,924
| Closed | -$157K | – | 799 |
|
|
2018
Q1 | $157K | Buy |
4,924
+4,811
| +4,258% | +$153K | 0.04% | 369 |
|
|
2017
Q4 | $1K | Buy |
+113
| New | +$1K | ﹤0.01% | 725 |
|