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