Caldwell Trust’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9K | Sell |
782
-89
|
|
||||
|
2025
Q1 | $32.6K | Sell |
871
-57
|
|
||||
|
2024
Q4 | $30.4K | Sell |
928
-157
|
|
||||
|
2024
Q3 | $42.4K | Sell |
1,085
-285
|
|
||||
|
2024
Q2 | $64.9K | Sell |
1,370
-19
|
|
||||
|
2024
Q1 | $69.7K | Hold |
1,389
|
|
||||
|
2023
Q4 | $62.9K | Hold |
1,389
|
|
||||
|
2023
Q3 | $66.3K | Buy |
1,389
+1,104
|
|
||||
|
2023
Q2 | $13.8K | Hold |
285
|
|
||||
|
2023
Q1 | $14.4K | Buy |
+285
|
|