Carson Wealth (CWM LLC)’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.3M | Buy |
198,144
+109,787
| +124% | +$3.49M | 0.02% | 521 |
|
|
2025
Q1 | $3.31M | Buy |
88,357
+62,182
| +238% | +$2.33M | 0.01% | 648 |
|
|
2024
Q4 | $857K | Sell |
26,175
-12,794
| -33% | -$419K | ﹤0.01% | 1163 |
|
|
2024
Q3 | $1.52M | Buy |
38,969
+16,490
| +73% | +$645K | 0.01% | 825 |
|
|
2024
Q2 | $1.07M | Buy |
22,479
+3,332
| +17% | +$158K | 0.01% | 856 |
|
|
2024
Q1 | $961K | Buy |
19,147
+1,512
| +9% | +$75.9K | ﹤0.01% | 869 |
|
|
2023
Q4 | $799K | Sell |
17,635
-8,429
| -32% | -$382K | ﹤0.01% | 897 |
|
|
2023
Q3 | $1.24M | Buy |
26,064
+11,279
| +76% | +$538K | 0.01% | 663 |
|
|
2023
Q2 | $715K | Buy |
14,785
+3,843
| +35% | +$186K | ﹤0.01% | 825 |
|
|
2023
Q1 | $554K | Sell |
10,942
-8,054
| -42% | -$408K | ﹤0.01% | 858 |
|
|
2022
Q4 | $1.17M | Buy |
18,996
+4,985
| +36% | +$307K | 0.01% | 568 |
|
|
2022
Q3 | $842K | Buy |
14,011
+588
| +4% | +$35.3K | 0.01% | 595 |
|
|
2022
Q2 | $740K | Buy |
13,423
+3,865
| +40% | +$213K | 0.01% | 634 |
|
|
2022
Q1 | $565K | Buy |
9,558
+6,355
| +198% | +$376K | ﹤0.01% | 689 |
|
|
2021
Q4 | $141K | Buy |
+3,203
| New | +$141K | ﹤0.01% | 1166 |
|
|
2021
Q2 | $152K | Hold |
5,191
| – | – | ﹤0.01% | 991 |
|
|
2021
Q1 | $152K | Hold |
5,191
| – | – | ﹤0.01% | 991 |
|
|
2020
Q4 | $152K | Hold |
5,191
| – | – | ﹤0.01% | 991 |
|
|
2020
Q3 | $152K | Hold |
5,191
| – | – | ﹤0.01% | 991 |
|
|
2020
Q2 | $152K | Hold |
5,191
| – | – | ﹤0.01% | 991 |
|
|
2020
Q1 | $152K | Hold |
5,191
| – | – | ﹤0.01% | 991 |
|
|
2019
Q4 | $152K | Hold |
5,191
| – | – | ﹤0.01% | 991 |
|
|
2019
Q3 | $152K | Hold |
5,191
| – | – | ﹤0.01% | 991 |
|
|
2019
Q2 | $152K | Hold |
5,191
| – | – | ﹤0.01% | 991 |
|
|
2019
Q1 | $152K | Sell |
5,191
-19,648
| -79% | -$575K | ﹤0.01% | 991 |
|
|
2018
Q4 | $560K | Sell |
24,839
-2,867
| -10% | -$64.6K | 0.01% | 437 |
|
|
2018
Q3 | $1.11M | Buy |
27,706
+1,549
| +6% | +$61.9K | 0.03% | 311 |
|
|
2018
Q2 | $1.15M | Buy |
26,157
+1,827
| +8% | +$80.3K | 0.04% | 262 |
|
|
2018
Q1 | $773K | Sell |
24,330
-687
| -3% | -$21.8K | 0.03% | 250 |
|
|
2017
Q4 | $1.04M | Sell |
25,017
-6,564
| -21% | -$272K | 0.05% | 223 |
|
|
2017
Q3 | $1.16M | Buy |
31,581
+593
| +2% | +$21.8K | 0.05% | 194 |
|
|
2017
Q2 | $991K | Buy |
30,988
+2,327
| +8% | +$74.4K | 0.05% | 197 |
|
|
2017
Q1 | $1.2M | Sell |
28,661
-1,011
| -3% | -$42.2K | 0.07% | 178 |
|
|
2016
Q4 | $1.36M | Buy |
29,672
+817
| +3% | +$37.3K | 0.08% | 163 |
|
|
2016
Q3 | $1.27M | Buy |
28,855
+520
| +2% | +$22.9K | 0.09% | 160 |
|
|
2016
Q2 | $1.03M | Sell |
28,335
-1,060
| -4% | -$38.4K | 0.07% | 172 |
|
|
2016
Q1 | $807K | Buy |
29,395
+14,262
| +94% | +$392K | 0.07% | 169 |
|
|
2015
Q4 | $484K | Buy |
15,133
+5,098
| +51% | +$163K | 0.05% | 177 |
|
|
2015
Q3 | $372K | Sell |
10,035
-93,375
| -90% | -$3.46M | 0.04% | 176 |
|
|
2015
Q2 | $6.15M | Buy |
103,410
+15,854
| +18% | +$943K | 0.59% | 67 |
|
|
2015
Q1 | $5.28M | Buy |
87,556
+32,131
| +58% | +$1.94M | 0.53% | 71 |
|
|
2014
Q4 | $3.39M | Buy |
+55,425
| New | +$3.39M | 0.41% | 95 |
|
|
2014
Q1 | – | Sell |
-300
| Closed | -$19K | – | 225 |
|
|
2013
Q4 | $19K | Sell |
300
-300
| -50% | -$19K | ﹤0.01% | 346 |
|
|
2013
Q3 | $35K | Buy |
+600
| New | +$35K | 0.01% | 219 |
|