Creative Planning’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 | $4.67M | Sell |
146,782
-17,932
| -11% | -$570K | ﹤0.01% | 794 |
|
|
2025
Q1 | $6.16M | Buy |
164,714
+62,696
| +61% | +$2.34M | 0.01% | 640 |
|
|
2024
Q4 | $3.34M | Sell |
102,018
-30,188
| -23% | -$988K | ﹤0.01% | 840 |
|
|
2024
Q3 | $5.17M | Buy |
132,206
+33,249
| +34% | +$1.3M | 0.01% | 628 |
|
|
2024
Q2 | $4.69M | Buy |
98,957
+5,476
| +6% | +$260K | 0.01% | 636 |
|
|
2024
Q1 | $4.69M | Buy |
93,481
+7,034
| +8% | +$353K | 0.01% | 623 |
|
|
2023
Q4 | $3.92M | Buy |
86,447
+2,281
| +3% | +$103K | 0.01% | 639 |
|
|
2023
Q3 | $4.01M | Sell |
84,166
-3,608
| -4% | -$172K | 0.01% | 594 |
|
|
2023
Q2 | $4.24M | Buy |
87,774
+18,958
| +28% | +$916K | 0.01% | 567 |
|
|
2023
Q1 | $3.48M | Sell |
68,816
-1,174
| -2% | -$59.4K | 0.01% | 597 |
|
|
2022
Q4 | $4.31M | Buy |
69,990
+13,565
| +24% | +$834K | 0.01% | 525 |
|
|
2022
Q3 | $3.39M | Buy |
56,425
+4,188
| +8% | +$252K | 0.01% | 537 |
|
|
2022
Q2 | $2.88M | Buy |
52,237
+12,097
| +30% | +$667K | ﹤0.01% | 595 |
|
|
2022
Q1 | $2.37M | Buy |
40,140
+15,714
| +64% | +$929K | ﹤0.01% | 664 |
|
|
2021
Q4 | $1.08M | Sell |
24,426
-19,686
| -45% | -$867K | ﹤0.01% | 924 |
|
|
2021
Q3 | $1.57M | Buy |
44,112
+3,450
| +8% | +$122K | ﹤0.01% | 762 |
|
|
2021
Q2 | $1.19M | Sell |
40,662
-12,045
| -23% | -$352K | ﹤0.01% | 869 |
|
|
2021
Q1 | $1.15M | Buy |
52,707
+15,817
| +43% | +$346K | ﹤0.01% | 943 |
|
|
2020
Q4 | $583K | Buy |
36,890
+4,077
| +12% | +$64.4K | ﹤0.01% | 1212 |
|
|
2020
Q3 | $310K | Sell |
32,813
-496
| -1% | -$4.69K | ﹤0.01% | 1383 |
|
|
2020
Q2 | $378K | Buy |
33,309
+889
| +3% | +$10.1K | ﹤0.01% | 1169 |
|
|
2020
Q1 | $224K | Buy |
32,420
+3,502
| +12% | +$24.2K | ﹤0.01% | 1324 |
|
|
2019
Q4 | $751K | Buy |
28,918
+520
| +2% | +$13.5K | ﹤0.01% | 915 |
|
|
2019
Q3 | $683K | Sell |
28,398
-1,875
| -6% | -$45.1K | ﹤0.01% | 910 |
|
|
2019
Q2 | $863K | Sell |
30,273
-18,321
| -38% | -$522K | ﹤0.01% | 812 |
|
|
2019
Q1 | $1.53M | Buy |
48,594
+12,878
| +36% | +$407K | 0.01% | 558 |
|
|
2018
Q4 | $805K | Sell |
35,716
-11,013
| -24% | -$248K | ﹤0.01% | 749 |
|
|
2018
Q3 | $1.87M | Buy |
46,729
+21,128
| +83% | +$844K | 0.01% | 495 |
|
|
2018
Q2 | $1.13M | Buy |
25,601
+4,589
| +22% | +$202K | ﹤0.01% | 686 |
|
|
2018
Q1 | $668K | Sell |
21,012
-26,977
| -56% | -$858K | ﹤0.01% | 927 |
|
|
2017
Q4 | $1.99M | Sell |
47,989
-25,241
| -34% | -$1.05M | 0.01% | 454 |
|
|
2017
Q3 | $2.69M | Sell |
73,230
-11,412
| -13% | -$419K | 0.01% | 382 |
|
|
2017
Q2 | $2.71M | Buy |
84,642
+46,457
| +122% | +$1.49M | 0.01% | 352 |
|
|
2017
Q1 | $1.59M | Sell |
38,185
-2,756
| -7% | -$115K | 0.01% | 500 |
|
|
2016
Q4 | $1.87M | Buy |
40,941
+4,545
| +12% | +$208K | 0.01% | 418 |
|
|
2016
Q3 | $1.61M | Sell |
36,396
-1,737
| -5% | -$76.6K | 0.01% | 440 |
|
|
2016
Q2 | $1.38M | Buy |
38,133
+418
| +1% | +$15.1K | 0.01% | 431 |
|
|
2016
Q1 | $1.04M | Sell |
37,715
-13,372
| -26% | -$367K | 0.01% | 493 |
|
|
2015
Q4 | $1.64M | Sell |
51,087
-3,431
| -6% | -$110K | 0.01% | 354 |
|
|
2015
Q3 | $2.02M | Buy |
54,518
+23,976
| +79% | +$889K | 0.02% | 297 |
|
|
2015
Q2 | $1.82M | Buy |
30,542
+3,199
| +12% | +$190K | 0.02% | 314 |
|
|
2015
Q1 | $1.65M | Sell |
27,343
-797
| -3% | -$48.1K | 0.02% | 325 |
|
|
2014
Q4 | $1.72M | Sell |
28,140
-1,386
| -5% | -$84.8K | 0.02% | 304 |
|
|
2014
Q3 | $2.01M | Sell |
29,526
-2,406
| -8% | -$164K | 0.02% | 242 |
|
|
2014
Q2 | $2.54M | Buy |
31,932
+3,795
| +13% | +$301K | 0.03% | 192 |
|
|
2014
Q1 | $1.88M | Buy |
28,137
+1,899
| +7% | +$127K | 0.03% | 206 |
|
|
2013
Q4 | $1.62M | Sell |
26,238
-883
| -3% | -$54.6K | 0.03% | 213 |
|
|
2013
Q3 | $1.57M | Buy |
27,121
+1,813
| +7% | +$105K | 0.03% | 189 |
|
|
2013
Q2 | $1.31M | Buy |
+25,308
| New | +$1.31M | 0.03% | 194 |
|