B. Riley 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 | $693K | Buy |
+21,774
| New | +$693K | 0.03% | 418 |
|
|
2024
Q4 | $930K | Sell |
28,412
-56,742
| -67% | -$1.86M | 0.03% | 470 |
|
|
2024
Q3 | $3.41M | Sell |
85,154
-22,729
| -21% | -$909K | 0.09% | 210 |
|
|
2024
Q2 | $5.11M | Buy |
107,883
+31,668
| +42% | +$1.5M | 0.13% | 162 |
|
|
2024
Q1 | $3.64M | Sell |
76,215
-36,495
| -32% | -$1.74M | 0.1% | 209 |
|
|
2023
Q4 | $5.11M | Buy |
112,710
+36,495
| +48% | +$1.65M | 0.14% | 170 |
|
|
2023
Q3 | $3.64M | Sell |
76,215
-4,287
| -5% | -$204K | 0.1% | 209 |
|
|
2023
Q2 | $3.89M | Sell |
80,502
-8,618
| -10% | -$417K | 0.09% | 229 |
|
|
2023
Q1 | $4.51M | Buy |
89,120
+19,005
| +27% | +$962K | 0.12% | 192 |
|
|
2022
Q4 | $4.31M | Buy |
70,115
+14,062
| +25% | +$865K | 0.12% | 189 |
|
|
2022
Q3 | $3.37M | Buy |
56,053
+36,849
| +192% | +$2.22M | 0.1% | 207 |
|
|
2022
Q2 | $1.06M | Buy |
19,204
+9,451
| +97% | +$522K | 0.04% | 403 |
|
|
2022
Q1 | $577K | Buy |
9,753
+2,861
| +42% | +$169K | 0.02% | 677 |
|
|
2021
Q4 | $304K | Buy |
6,892
+459
| +7% | +$20.2K | 0.01% | 1065 |
|
|
2021
Q3 | $229K | Buy |
+6,433
| New | +$229K | 0.01% | 1179 |
|
|
2015
Q1 | – | Sell |
-2,305
| Closed | -$141 | – | 927 |
|
|
2014
Q4 | $141 | Buy |
+2,305
| New | +$141 | ﹤0.01% | 1539 |
|
|
2014
Q3 | – | Sell |
-2,599
| Closed | -$206K | – | 955 |
|
|
2014
Q2 | $206K | Buy |
2,599
+203
| +8% | +$16.1K | 0.05% | 438 |
|
|
2014
Q1 | $160K | Buy |
2,396
+21
| +0.9% | +$1.4K | 0.05% | 460 |
|
|
2013
Q4 | $147K | Sell |
2,375
-30
| -1% | -$1.86K | 0.05% | 440 |
|
|
2013
Q3 | $139K | Buy |
2,405
+1
| +0% | +$58 | 0.05% | 453 |
|
|
2013
Q2 | $125K | Buy |
+2,404
| New | +$125K | 0.04% | 483 |
|