Congress Wealth Management’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 | $3.67M | Buy |
115,435
+58,216
| +102% | +$1.85M | 0.04% | 443 |
|
|
2025
Q1 | $2.14M | Buy |
57,219
+8,176
| +17% | +$306K | 0.03% | 480 |
|
|
2024
Q4 | $1.61M | Sell |
49,043
-41,909
| -46% | -$1.37M | 0.02% | 442 |
|
|
2024
Q3 | $3.56M | Buy |
90,952
+31,070
| +52% | +$1.22M | 0.05% | 340 |
|
|
2024
Q2 | $2.84M | Buy |
+59,882
| New | +$2.84M | 0.05% | 308 |
|