Corient Private Wealth’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 | $3.42M | Buy |
107,452
+3,855
| +4% | +$123K | ﹤0.01% | 888 |
|
2025
Q1 | $3.87M | Buy |
103,597
+7,856
| +8% | +$294K | 0.01% | 748 |
|
2024
Q4 | $3.13M | Buy |
95,741
+1,360
| +1% | +$44.5K | 0.01% | 843 |
|
2024
Q3 | $3.69M | Sell |
94,381
-8,470
| -8% | -$331K | 0.01% | 826 |
|
2024
Q2 | $4.88M | Buy |
102,851
+5,659
| +6% | +$268K | 0.01% | 713 |
|
2024
Q1 | $4.89M | Buy |
97,192
+3,168
| +3% | +$160K | 0.01% | 710 |
|
2023
Q4 | $4.26M | Sell |
94,024
-9,867
| -9% | -$447K | 0.01% | 735 |
|
2023
Q3 | $4.95M | Buy |
103,891
+13,423
| +15% | +$640K | 0.01% | 637 |
|
2023
Q2 | $4.37M | Sell |
90,468
-33,456
| -27% | -$1.62M | 0.01% | 664 |
|
2023
Q1 | $6.27M | Buy |
123,924
+8,008
| +7% | +$405K | 0.02% | 532 |
|
2022
Q4 | $7.11M | Buy |
+115,916
| New | +$7.11M | 0.03% | 423 |
|