CLA (CliftonLarsonAllen) Wealth Advisors’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.48M | Sell |
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2025
Q2 | $3.17M | Buy |
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2025
Q1 | $3.7M | Buy |
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|
2024
Q4 | $3.23M | Buy |
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|
2024
Q3 | $3.83M | Buy |
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|
2024
Q2 | $4.63M | Hold |
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|
2024
Q1 | $4.9M | Buy |
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|
2023
Q4 | $4.39M | Buy |
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|
2023
Q3 | $4.61M | Sell |
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|
2023
Q2 | $4.68M | Buy |
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|
2023
Q1 | $4.89M | Buy |
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|
2022
Q4 | $5.94M | Sell |
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|
2022
Q3 | $5.81M | Buy |
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|
2022
Q2 | $5.32M | Hold |
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|
2022
Q1 | $5.71M | Hold |
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|
2021
Q4 | $4.25M | Buy |
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|
2021
Q3 | $3.29M | Sell |
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|
2021
Q2 | $2.82M | Hold |
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|
2021
Q1 | $2.11M | Hold |
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|
2020
Q4 | $1.53M | Hold |
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|
2020
Q3 | $914K | Sell |
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|
2020
Q2 | $1.78M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $13.7M | Hold |
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|
2018
Q3 | $24.3M | Sell |
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|
2018
Q2 | $26.7M | Buy |
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|
2018
Q1 | $19.3M | Hold |
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|
2017
Q4 | $25.2M | Hold |
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|
2017
Q3 | $22.3M | Sell |
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|
2017
Q2 | $19.4M | Buy |
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|
2017
Q1 | $25.4M | Hold |
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|
2016
Q4 | $27.8M | Sell |
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|
2016
Q3 | $26.8M | Buy |
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