CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Buy |
99,808
+994
| +1% | +$31.6K | 0.05% | 101 |
|
|
2025
Q1 | $3.7M | Buy |
98,814
+268
| +0.3% | +$10K | 0.07% | 92 |
|
|
2024
Q4 | $3.23M | Buy |
98,546
+572
| +0.6% | +$18.7K | 0.06% | 85 |
|
|
2024
Q3 | $3.83M | Buy |
97,974
+323
| +0.3% | +$12.6K | 0.09% | 76 |
|
|
2024
Q2 | $4.63M | Hold |
97,651
| – | – | 0.1% | 70 |
|
|
2024
Q1 | $4.9M | Buy |
97,651
+710
| +0.7% | +$35.6K | 0.11% | 64 |
|
|
2023
Q4 | $4.39M | Buy |
96,941
+340
| +0.4% | +$15.4K | 0.11% | 71 |
|
|
2023
Q3 | $4.61M | Sell |
96,601
-200
| -0.2% | -$9.54K | 0.13% | 63 |
|
|
2023
Q2 | $4.68M | Buy |
96,801
+123
| +0.1% | +$5.95K | 0.13% | 62 |
|
|
2023
Q1 | $4.89M | Buy |
96,678
+77
| +0.1% | +$3.9K | 0.14% | 63 |
|
|
2022
Q4 | $5.94M | Sell |
96,601
-56
| -0.1% | -$3.45K | 0.22% | 59 |
|
|
2022
Q3 | $5.81M | Buy |
96,657
+56
| +0.1% | +$3.37K | 0.72% | 24 |
|
|
2022
Q2 | $5.32M | Hold |
96,601
| – | – | 0.22% | 55 |
|
|
2022
Q1 | $5.71M | Hold |
96,601
| – | – | 0.2% | 58 |
|
|
2021
Q4 | $4.26M | Buy |
96,601
+4,048
| +4% | +$178K | 0.16% | 68 |
|
|
2021
Q3 | $3.29M | Sell |
92,553
-4,048
| -4% | -$144K | 0.13% | 73 |
|
|
2021
Q2 | $2.82M | Hold |
96,601
| – | – | 0.12% | 83 |
|
|
2021
Q1 | $2.11M | Hold |
96,601
| – | – | 0.1% | 94 |
|
|
2020
Q4 | $1.53M | Hold |
96,601
| – | – | 0.07% | 100 |
|
|
2020
Q3 | $914K | Sell |
96,601
-60,690
| -39% | -$574K | 0.05% | 116 |
|
|
2020
Q2 | $1.78M | Buy |
+157,291
| New | +$1.78M | 0.11% | 86 |
|
|
2019
Q1 | – | Sell |
-608,000
| Closed | -$13.7M | – | 119 |
|
|
2018
Q4 | $13.7M | Hold |
608,000
| – | – | 1.36% | 20 |
|
|
2018
Q3 | $24.3M | Sell |
608,000
-24
| -0% | -$959 | 2.26% | 15 |
|
|
2018
Q2 | $26.7M | Buy |
608,024
+24
| +0% | +$1.06K | 2.61% | 12 |
|
|
2018
Q1 | $19.3M | Hold |
608,000
| – | – | 1.93% | 15 |
|
|
2017
Q4 | $25.2M | Hold |
608,000
| – | – | 2.59% | 13 |
|
|
2017
Q3 | $22.3M | Sell |
608,000
-10
| -0% | -$367 | 2.36% | 15 |
|
|
2017
Q2 | $19.4M | Buy |
608,010
+10
| +0% | +$320 | 2.17% | 15 |
|
|
2017
Q1 | $25.4M | Hold |
608,000
| – | – | 2.84% | 14 |
|
|
2016
Q4 | $27.8M | Sell |
608,000
-9
| -0% | -$411 | 3.18% | 10 |
|
|
2016
Q3 | $26.8M | Buy |
+608,009
| New | +$26.8M | 3.27% | 8 |
|