CIA
Concurrent Investment Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
65,470
-5,442
| -8% | -$173K | 0.04% | 422 |
|
|
2025
Q1 | $2.65M | Buy |
70,912
+4,773
| +7% | +$179K | 0.06% | 311 |
|
|
2024
Q4 | $2.16M | Sell |
66,139
-6,422
| -9% | -$210K | 0.06% | 303 |
|
|
2024
Q3 | $2.84M | Sell |
72,561
-2,818
| -4% | -$110K | 0.08% | 231 |
|
|
2024
Q2 | $3.57M | Buy |
75,379
+35,454
| +89% | +$1.68M | 0.12% | 180 |
|
|
2024
Q1 | $2M | Sell |
39,925
-7,587
| -16% | -$381K | 0.08% | 243 |
|
|
2023
Q4 | $2.15M | Buy |
+47,512
| New | +$2.15M | 0.1% | 217 |
|