Bogart Wealth LLC’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 | $70.7K | Buy |
2,222
+16
| +0.7% | +$509 | ﹤0.01% | 375 |
|
2025
Q1 | $82.5K | Hold |
2,206
| – | – | ﹤0.01% | 324 |
|
2024
Q4 | $72.2K | Sell |
2,206
-1,500
| -40% | -$49.1K | ﹤0.01% | 349 |
|
2024
Q3 | $145K | Buy |
3,706
+500
| +16% | +$19.6K | 0.01% | 256 |
|
2024
Q2 | $152K | Buy |
3,206
+606
| +23% | +$28.7K | 0.01% | 235 |
|
2024
Q1 | $130K | Buy |
2,600
+500
| +24% | +$25.1K | 0.01% | 239 |
|
2023
Q4 | $95.1K | Sell |
2,100
-530
| -20% | -$24K | 0.01% | 276 |
|
2023
Q3 | $125K | Buy |
2,630
+100
| +4% | +$4.77K | 0.01% | 226 |
|
2023
Q2 | $122K | Buy |
2,530
+30
| +1% | +$1.45K | 0.01% | 227 |
|
2023
Q1 | $127K | Buy |
2,500
+470
| +23% | +$23.8K | 0.01% | 207 |
|
2022
Q4 | $125K | Buy |
2,030
+30
| +2% | +$1.85K | 0.01% | 209 |
|
2022
Q3 | $120K | Hold |
2,000
| – | – | 0.01% | 203 |
|
2022
Q2 | $110K | Buy |
+2,000
| New | +$110K | 0.01% | 203 |
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$36K | – | 774 |
|
2021
Q3 | $36K | Buy |
+1,000
| New | +$36K | ﹤0.01% | 282 |
|
2017
Q4 | – | Sell |
-175
| Closed | -$6K | – | 345 |
|
2017
Q3 | $6K | Buy |
+175
| New | +$6K | ﹤0.01% | 262 |
|