Carson Wealth (CWM LLC)’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.1M Sell
240,109
-31,798
-12% -$1.36M 0.03% 480
2025
Q4
$9.96M Sell
271,907
-64,954
-19% -$2.27M 0.03% 533
2025
Q3
$11.8M Buy
336,861
+138,717
+70% +$4.72M 0.04% 417
2025
Q2
$6.3M Buy
198,144
+109,787
+124% +$3.5M 0.02% 521
2025
Q1
$3.31M Buy
88,357
+62,182
+238% +$2.21M 0.01% 648
2024
Q4
$857K Sell
26,175
-12,794
-33% -$482K ﹤0.01% 1164
2024
Q3
$1.52M Buy
38,969
+16,490
+73% +$726K 0.01% 826
2024
Q2
$1.07M Buy
22,479
+3,332
+17% +$166K 0.01% 857
2024
Q1
$961K Buy
19,147
+1,512
+9% +$67.1K ﹤0.01% 870
2023
Q4
$799K Sell
17,635
-8,429
-32% -$386K ﹤0.01% 898
2023
Q3
$1.24M Buy
26,064
+11,279
+76% +$568K 0.01% 664
2023
Q2
$715K Buy
14,785
+3,843
+35% +$193K ﹤0.01% 826
2023
Q1
$554K Sell
10,942
-8,054
-42% -$458K ﹤0.01% 860
2022
Q4
$1.17M Buy
18,996
+4,985
+36% +$340K 0.01% 570
2022
Q3
$842K Buy
14,011
+588
+4% +$36.5K 0.01% 597
2022
Q2
$740K Buy
13,423
+3,865
+40% +$252K 0.01% 636
2022
Q1
$565K Buy
9,558
+6,355
+198% +$344K ﹤0.01% 691
2021
Q4
$141K Buy
+3,203
New +$133K ﹤0.01% 1168
2021
Q2
$152K Hold
5,191
﹤0.01% 993
2021
Q1
$152K Hold
5,191
﹤0.01% 993
2020
Q4
$152K Hold
5,191
﹤0.01% 993
2020
Q3
$152K Hold
5,191
﹤0.01% 993
2020
Q2
$152K Hold
5,191
﹤0.01% 993
2020
Q1
$152K Hold
5,191
﹤0.01% 993
2019
Q4
$152K Hold
5,191
﹤0.01% 993
2019
Q3
$152K Hold
5,191
﹤0.01% 993
2019
Q2
$152K Hold
5,191
﹤0.01% 993
2019
Q1
$152K Sell
5,191
-19,648
-79% -$549K ﹤0.01% 993
2018
Q4
$560K Sell
24,839
-2,867
-10% -$88.1K 0.01% 438
2018
Q3
$1.11M Buy
27,706
+1,549
+6% +$65.9K 0.03% 312
2018
Q2
$1.15M Buy
26,157
+1,827
+8% +$70.8K 0.04% 263
2018
Q1
$773K Sell
24,330
-687
-3% -$25.2K 0.03% 251
2017
Q4
$1.04M Sell
25,017
-6,564
-21% -$248K 0.05% 224
2017
Q3
$1.16M Buy
31,581
+593
+2% +$19.2K 0.05% 194
2017
Q2
$991K Buy
30,988
+2,327
+8% +$85.1K 0.05% 198
2017
Q1
$1.2M Sell
28,661
-1,011
-3% -$44.5K 0.07% 179
2016
Q4
$1.35M Buy
29,672
+817
+3% +$36.1K 0.08% 164
2016
Q3
$1.27M Buy
28,855
+520
+2% +$21.1K 0.09% 161
2016
Q2
$1.03M Sell
28,335
-1,060
-4% -$35.9K 0.08% 173
2016
Q1
$807K Buy
29,395
+14,262
+94% +$347K 0.07% 170
2015
Q4
$484K Buy
15,133
+5,098
+51% +$209K 0.05% 178
2015
Q3
$372K Sell
10,035
-93,375
-90% -$4.28M 0.04% 177
2015
Q2
$6.15M Buy
103,410
+15,854
+18% +$1.02M 0.6% 68
2015
Q1
$5.28M Buy
87,556
+32,131
+58% +$1.96M 0.54% 71
2014
Q4
$3.39M Buy
+55,425
New +$3.36M 0.42% 96
2014
Q1
Sell
-300
Closed -$19K 243
2013
Q4
$19K Sell
300
-300
-50% -$18.4K ﹤0.01% 376
2013
Q3
$35K Buy
+600
New +$34.3K 0.01% 219

Other funds holding DVN