CPC
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Consolidated Planning Corp’s Devon Energy DVN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-91,772
Closed -$4.61M 191
2024
Q1
$4.61M Buy
91,772
+11,290
+14% +$567K 0.79% 44
2023
Q4
$3.65M Buy
+80,482
New +$3.65M 0.68% 45
2023
Q1
Sell
-40,325
Closed -$2.48M 123
2022
Q4
$2.48M Buy
+40,325
New +$2.48M 0.69% 45