Court Place Advisors’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,430
| Closed | -$210K | – | 169 |
|
|
2024
Q2 | $210K | Buy |
+4,430
| New | +$210K | 0.07% | 152 |
|
|
2024
Q1 | – | Sell |
-6,350
| Closed | -$288K | – | 160 |
|
|
2023
Q4 | $288K | Sell |
6,350
-975
| -13% | -$44.2K | 0.09% | 133 |
|
|
2023
Q3 | $349K | Sell |
7,325
-150
| -2% | -$7.16K | 0.12% | 116 |
|
|
2023
Q2 | $361K | Hold |
7,475
| – | – | 0.13% | 115 |
|
|
2023
Q1 | $378K | Hold |
7,475
| – | – | 0.14% | 114 |
|
|
2022
Q4 | $460K | Buy |
7,475
+3,225
| +76% | +$198K | 0.17% | 104 |
|
|
2022
Q3 | $256K | Buy |
+4,250
| New | +$256K | 0.1% | 140 |
|