Checchi Capital Advisers’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,038
| Closed | -$236K | – | 568 |
|
2024
Q3 | $236K | Sell |
6,038
-480
| -7% | -$18.8K | 0.01% | 507 |
|
2024
Q2 | $309K | Buy |
6,518
+214
| +3% | +$10.1K | 0.02% | 425 |
|
2024
Q1 | $316K | Buy |
6,304
+1,477
| +31% | +$74.1K | 0.02% | 429 |
|
2023
Q4 | $219K | Sell |
4,827
-1,682
| -26% | -$76.2K | 0.02% | 509 |
|
2023
Q3 | $310K | Buy |
6,509
+424
| +7% | +$20.2K | 0.03% | 394 |
|
2023
Q2 | $294K | Sell |
6,085
-1,086
| -15% | -$52.5K | 0.03% | 432 |
|
2023
Q1 | $363K | Sell |
7,171
-417
| -5% | -$21.1K | 0.04% | 358 |
|
2022
Q4 | $467K | Buy |
7,588
+1,768
| +30% | +$109K | 0.05% | 288 |
|
2022
Q3 | $350K | Buy |
5,820
+391
| +7% | +$23.5K | 0.03% | 340 |
|
2022
Q2 | $341K | Buy |
5,429
+1,133
| +26% | +$71.2K | 0.03% | 383 |
|
2022
Q1 | $254K | Buy |
+4,296
| New | +$254K | 0.02% | 445 |
|
2016
Q3 | – | Sell |
-2,514
| Closed | -$91K | – | 620 |
|
2016
Q2 | $91K | Sell |
2,514
-756
| -23% | -$27.4K | 0.01% | 611 |
|
2016
Q1 | $90K | Buy |
+3,270
| New | +$90K | 0.02% | 619 |
|