Axxcess Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
8,306
-2,378
| -22% | -$75.6K | 0.01% | 755 |
|
|
2025
Q1 | $400K | Sell |
10,684
-7
| -0.1% | -$262 | 0.01% | 599 |
|
|
2024
Q4 | $350K | Buy |
10,691
+192
| +2% | +$6.28K | 0.01% | 630 |
|
|
2024
Q3 | $411K | Sell |
10,499
-4,238
| -29% | -$166K | 0.01% | 599 |
|
|
2024
Q2 | $699K | Buy |
14,737
+7,937
| +117% | +$376K | 0.02% | 452 |
|
|
2024
Q1 | $341K | Hold |
6,800
| – | – | 0.01% | 633 |
|
|
2023
Q4 | $308K | Buy |
6,800
+1,804
| +36% | +$81.7K | 0.01% | 633 |
|
|
2023
Q3 | $238K | Buy |
4,996
+286
| +6% | +$13.6K | 0.01% | 671 |
|
|
2023
Q2 | $228K | Sell |
4,710
-209
| -4% | -$10.1K | 0.02% | 524 |
|
|
2023
Q1 | $249K | Buy |
+4,919
| New | +$249K | 0.02% | 531 |
|