CA
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Carson Advisory’s Devon Energy DVN Stock Holding History

Carson Advisory’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
Q3 		– Sell
-4,764
Closed -$226K – 181
2024
Q2 		$226K Buy
+4,764
New +$237K 0.16% 148
2024
Q1 		– Sell
-4,483
Closed -$203K – 175
2023
Q4 		$203K Sell
4,483
-453
-9% -$20.7K 0.16% 147
2023
Q3 		$235K Buy
4,936
+4
+0.1% +$201 0.21% 131
2023
Q2 		$238K Buy
+4,932
New +$248K 0.2% 129
2022
Q4 		– Sell
-3,615
Closed -$217K – 139
2022
Q3 		$217K Buy
+3,615
New +$225K 0.24% 107

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EECFX
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EP
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