Bartlett & Co 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 | $3.61K | Sell |
114
-54
| -32% | -$1.71K | ﹤0.01% | 1038 |
|
|
2025
Q1 | $6.27K | Buy |
168
+4
| +2% | +$149 | ﹤0.01% | 963 |
|
|
2024
Q4 | $5.35K | Sell |
164
-40
| -20% | -$1.31K | ﹤0.01% | 967 |
|
|
2024
Q3 | $7.96K | Hold |
204
| – | – | ﹤0.01% | 934 |
|
|
2024
Q2 | $9.65K | Sell |
204
-13
| -6% | -$615 | ﹤0.01% | 921 |
|
|
2024
Q1 | $10.9K | Buy |
217
+16
| +8% | +$801 | ﹤0.01% | 901 |
|
|
2023
Q4 | $9.35K | Hold |
201
| – | – | ﹤0.01% | 1014 |
|
|
2023
Q3 | $9.59K | Buy |
201
+101
| +101% | +$4.82K | ﹤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% | -$2.17K | ﹤0.01% | 895 |
|
|
2022
Q2 | $7.5K | Buy |
136
+36
| +36% | +$1.98K | ﹤0.01% | 936 |
|
|
2022
Q1 | $5.91K | Buy |
+100
| New | +$5.91K | ﹤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 | +$2.41K | ﹤0.01% | 818 |
|
|
2018
Q3 | – | Sell |
-500
| Closed | -$22K | – | 720 |
|
|
2018
Q2 | $22K | Buy |
500
+496
| +12,400% | +$21.8K | ﹤0.01% | 517 |
|
|
2018
Q1 | $127 | Buy |
+4
| New | +$127 | ﹤0.01% | 736 |
|