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Buckingham Strategic Wealth’s Devon Energy DVN Stock Holding History

Buckingham Strategic Wealth’s Portfolio DVN Stock Details DVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$552K Sell
11,646
-1,030
-8% -$51.2K 0.01% 443
2024
Q1 		$636K Buy
12,676
+645
+5% +$28.6K 0.01% 413
2023
Q4 		$545K Sell
12,031
-3,552
-23% -$163K 0.01% 420
2023
Q3 		$743K Buy
15,583
+1,270
+9% +$64K 0.01% 343
2023
Q2 		$692K Buy
14,313
+4,136
+41% +$208K 0.01% 352
2023
Q1 		$626K Hold
10,177
– – 0.01% 336
2022
Q4 		$626K Buy
10,177
+1,227
+14% +$83.6K 0.01% 338
2022
Q3 		$538K Buy
8,950
+324
+4% +$20.1K 0.01% 351
2022
Q2 		$475K Buy
8,626
+1,254
+17% +$81.9K 0.01% 382
2022
Q1 		$436K Buy
7,372
+869
+13% +$47K 0.01% 391
2021
Q4 		$286K Sell
6,503
-297
-4% -$12.4K 0.01% 485
2021
Q3 		$241K Buy
+6,800
New +$193K ﹤0.01% 516

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RJA
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return