Bartlett & Co Wealth Management’s Devon Energy DVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.54K	Sell	147 -12	-8%	-$515	﹤0.01%	962
2025 Q4	$5.81K	Buy	159 +26	+20%	+$908	﹤0.01%	994
2025 Q3	$4.65K	Buy	133 +19	+17%	+$647	﹤0.01%	1015
2025 Q2	$3.61K	Sell	114 -54	-32%	-$1.72K	﹤0.01%	1038
2025 Q1	$6.27K	Buy	168 +4	+2%	+$142	﹤0.01%	963
2024 Q4	$5.35K	Sell	164 -40	-20%	-$1.51K	﹤0.01%	967
2024 Q3	$7.96K	Hold	204	–	–	﹤0.01%	934
2024 Q2	$9.65K	Sell	204 -13	-6%	-$647	﹤0.01%	921
2024 Q1	$10.9K	Buy	217 +16	+8%	+$710	﹤0.01%	901
2023 Q4	$9.35K	Hold	201	–	–	﹤0.01%	1014
2023 Q3	$9.59K	Buy	201 +101	+101%	+$5.09K	﹤0.01%	933
2023 Q2	$4.83K	Hold	100	–	–	﹤0.01%	991
2023 Q1	$5.06K	Hold	100	–	–	﹤0.01%	894
2022 Q4	$6.15K	Hold	100	–	–	﹤0.01%	889
2022 Q3	$6.01K	Sell	100 -36	-26%	-$2.24K	﹤0.01%	895
2022 Q2	$7.5K	Buy	136 +36	+36%	+$2.35K	﹤0.01%	936
2022 Q1	$5.91K	Buy	+100	New	+$5.41K	﹤0.01%	895
2021 Q4	–	Sell	-100	Closed	-$3.55K	–	522
2021 Q3	$3.55K	Hold	100	–	–	﹤0.01%	803
2021 Q2	$2.92K	Hold	100	–	–	﹤0.01%	813
2021 Q1	$2.19K	Hold	100	–	–	﹤0.01%	866
2020 Q4	$1.58K	Hold	100	–	–	﹤0.01%	958
2020 Q3	$972	Hold	100	–	–	﹤0.01%	813
2020 Q2	$1.13K	Hold	100	–	–	﹤0.01%	811
2020 Q1	$691	Hold	100	–	–	﹤0.01%	811
2019 Q4	$2.6K	Hold	100	–	–	﹤0.01%	802
2019 Q3	$2.41K	Buy	+100	New	+$2.5K	﹤0.01%	818
2018 Q3	–	Sell	-500	Closed	-$22K	–	720
2018 Q2	$22K	Buy	500 +496	+12,400%	+$19.2K	﹤0.01%	517
2018 Q1	$127	Buy	+4	New	+$147	﹤0.01%	736