Center for Financial Planning’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 | $59K | Buy |
1,856
+746
| +67% | +$23.7K | 0.01% | 278 |
|
|
2025
Q1 | $41.5K | Hold |
1,110
| – | – | 0.01% | 299 |
|
|
2024
Q4 | $36.3K | Sell |
1,110
-6,730
| -86% | -$220K | ﹤0.01% | 298 |
|
|
2024
Q3 | $307K | Sell |
7,840
-120
| -2% | -$4.69K | 0.04% | 121 |
|
|
2024
Q2 | $377K | Buy |
7,960
+336
| +4% | +$15.9K | 0.05% | 104 |
|
|
2024
Q1 | $383K | Hold |
7,624
| – | – | 0.06% | 108 |
|
|
2023
Q4 | $345K | Buy |
7,624
+77
| +1% | +$3.49K | 0.06% | 106 |
|
|
2023
Q3 | $360K | Buy |
7,547
+328
| +5% | +$15.6K | 0.08% | 97 |
|
|
2023
Q2 | $349K | Buy |
7,219
+385
| +6% | +$18.6K | 0.07% | 97 |
|
|
2023
Q1 | $346K | Sell |
6,834
-36
| -0.5% | -$1.82K | 0.08% | 99 |
|
|
2022
Q4 | $423K | Buy |
6,870
+835
| +14% | +$51.4K | 0.1% | 82 |
|
|
2022
Q3 | $363K | Hold |
6,035
| – | – | 0.1% | 85 |
|
|
2022
Q2 | $333K | Buy |
6,035
+191
| +3% | +$10.5K | 0.08% | 94 |
|
|
2022
Q1 | $346K | Buy |
5,844
+284
| +5% | +$16.8K | 0.07% | 102 |
|
|
2021
Q4 | $245K | Buy |
5,560
+214
| +4% | +$9.43K | 0.05% | 121 |
|
|
2021
Q3 | $190K | Buy |
+5,346
| New | +$190K | 0.05% | 128 |
|