Carmel Capital Partners’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 | – | Sell |
-5,394
| Closed | -$202K | – | 162 |
|
|
2025
Q1 | $202K | Buy |
+5,394
| New | +$202K | 0.08% | 146 |
|
|
2024
Q3 | – | Sell |
-4,337
| Closed | -$206K | – | 172 |
|
|
2024
Q2 | $206K | Buy |
+4,337
| New | +$206K | 0.09% | 155 |
|
|
2023
Q4 | – | Sell |
-3,323
| Closed | -$159K | – | 294 |
|
|
2023
Q3 | $159K | Buy |
3,323
+18
| +0.5% | +$859 | 0.07% | 167 |
|
|
2023
Q2 | $160K | Buy |
3,305
+159
| +5% | +$7.69K | 0.08% | 134 |
|
|
2023
Q1 | $159K | Buy |
+3,146
| New | +$159K | 0.09% | 139 |
|