Cornerstone 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
$779K Buy
24,479
+1,953
+9% +$62.1K 0.05% 314
2025
Q1
$842K Buy
22,526
+1,284
+6% +$48K 0.06% 276
2024
Q4
$695K Buy
21,242
+326
+2% +$10.7K 0.05% 301
2024
Q3
$818K Buy
20,916
+2,524
+14% +$98.7K 0.06% 253
2024
Q2
$872K Buy
18,392
+713
+4% +$33.8K 0.07% 227
2024
Q1
$887K Buy
17,679
+562
+3% +$28.2K 0.07% 223
2023
Q4
$775K Buy
17,117
+5,577
+48% +$253K 0.07% 238
2023
Q3
$550K Buy
11,540
+218
+2% +$10.4K 0.05% 277
2023
Q2
$547K Sell
11,322
-1,478
-12% -$71.4K 0.05% 286
2023
Q1
$648K Buy
+12,800
New +$648K 0.06% 237
2022
Q3
$711K Buy
11,831
+1,759
+17% +$106K 0.08% 202
2022
Q2
$555K Sell
10,072
-992
-9% -$54.7K 0.06% 238
2022
Q1
$654K Buy
11,064
+1,485
+16% +$87.8K 0.06% 233
2021
Q4
$424K Buy
+9,579
New +$424K 0.04% 316
2018
Q4
Sell
-16,833
Closed -$469K 533
2018
Q3
$469K Sell
16,833
-39,233
-70% -$1.09M 0.01% 941
2018
Q2
$1.29M Buy
+56,066
New +$1.29M 0.01% 679
2018
Q1
Sell
-12,108
Closed -$522K 391
2017
Q4
$522K Buy
+12,108
New +$522K 0.1% 206