Dakota 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 | $852K | Buy |
26,771
+2,636
| +11% | +$83.9K | 0.02% | 412 |
|
|
2025
Q1 | $903K | Buy |
24,135
+4,905
| +26% | +$183K | 0.02% | 386 |
|
|
2024
Q4 | $629K | Buy |
19,230
+13,900
| +261% | +$455K | 0.01% | 461 |
|
|
2024
Q3 | $209K | Sell |
5,330
-2,125
| -29% | -$83.1K | ﹤0.01% | 671 |
|
|
2024
Q2 | $353K | Sell |
7,455
-3,623
| -33% | -$172K | 0.01% | 549 |
|
|
2024
Q1 | $556K | Buy |
+11,078
| New | +$556K | 0.01% | 483 |
|
|
2023
Q2 | – | Sell |
-10,283
| Closed | -$520K | – | 649 |
|
|
2023
Q1 | $520K | Sell |
10,283
-3,563
| -26% | -$180K | 0.03% | 358 |
|
|
2022
Q4 | $852K | Buy |
13,846
+7,962
| +135% | +$490K | 0.06% | 243 |
|
|
2022
Q3 | $354K | Sell |
5,884
-72,752
| -93% | -$4.38M | 0.03% | 398 |
|
|
2022
Q2 | $4.33M | Buy |
+78,636
| New | +$4.33M | 0.4% | 70 |
|