Baron 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,764
| Closed | -$273K | – | 211 |
|
|
2024
Q2 | $273K | Sell |
5,764
-1,566
| -21% | -$74.2K | 0.14% | 126 |
|
|
2024
Q1 | $368K | Sell |
7,330
-500
| -6% | -$25.1K | 0.2% | 88 |
|
|
2023
Q4 | $355K | Hold |
7,830
| – | – | 0.19% | 84 |
|
|
2023
Q3 | $373K | Hold |
7,830
| – | – | 0.24% | 68 |
|
|
2023
Q2 | $379K | Buy |
7,830
+700
| +10% | +$33.8K | 0.24% | 67 |
|
|
2023
Q1 | $361K | Hold |
7,130
| – | – | 0.26% | 68 |
|
|
2022
Q4 | $439K | Buy |
+7,130
| New | +$439K | 0.34% | 47 |
|