Clearstead Advisors’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 | $1.04M | Buy |
32,703
+8,753
| +37% | +$278K | 0.01% | 431 |
|
|
2025
Q1 | $896K | Buy |
23,950
+8,630
| +56% | +$323K | 0.01% | 439 |
|
|
2024
Q4 | $501K | Sell |
15,320
-2,971
| -16% | -$97.2K | 0.01% | 575 |
|
|
2024
Q3 | $716K | Buy |
18,291
+1,683
| +10% | +$65.8K | 0.01% | 491 |
|
|
2024
Q2 | $787K | Buy |
16,608
+15,795
| +1,943% | +$749K | 0.01% | 443 |
|
|
2024
Q1 | $40.6K | Buy |
813
+375
| +86% | +$18.7K | ﹤0.01% | 814 |
|
|
2023
Q4 | $19.8K | Sell |
438
-874
| -67% | -$39.6K | ﹤0.01% | 942 |
|
|
2023
Q3 | $62.6K | Buy |
1,312
+656
| +100% | +$31.3K | ﹤0.01% | 844 |
|
|
2023
Q2 | $31.7K | Hold |
656
| – | – | ﹤0.01% | 823 |
|
|
2023
Q1 | $33.2K | Buy |
656
+142
| +28% | +$7.19K | ﹤0.01% | 752 |
|
|
2022
Q4 | $31.6K | Sell |
514
-56
| -10% | -$3.45K | ﹤0.01% | 709 |
|
|
2022
Q3 | $34K | Buy |
570
+539
| +1,739% | +$32.2K | ﹤0.01% | 679 |
|
|
2022
Q2 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 1100 |
|
|
2021
Q3 | – | Sell |
-116
| Closed | -$3K | – | 1310 |
|
|
2021
Q2 | $3K | Buy |
+116
| New | +$3K | ﹤0.01% | 959 |
|