Dakota Wealth Management’s Devon Energy DVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.3M	Sell	25,825 -19,876	-43%	-$852K	0.03%	354
2025 Q4	$1.67M	Buy	45,701 +19,116	+72%	+$667K	0.03%	317
2025 Q3	$932K	Sell	26,585 -186	-0.7%	-$6.33K	0.02%	364
2025 Q2	$852K	Buy	26,771 +2,636	+11%	+$83.9K	0.02%	412
2025 Q1	$903K	Buy	24,135 +4,905	+26%	+$174K	0.02%	387
2024 Q4	$629K	Buy	19,230 +13,900	+261%	+$523K	0.01%	462
2024 Q3	$209K	Sell	5,330 -2,125	-29%	-$93.6K	﹤0.01%	679
2024 Q2	$353K	Sell	7,455 -3,623	-33%	-$180K	0.01%	553
2024 Q1	$556K	Buy	+11,078	New	+$492K	0.01%	484
2023 Q2	–	Sell	-10,283	Closed	-$520K	–	654
2023 Q1	$520K	Sell	10,283 -3,563	-26%	-$203K	0.03%	360
2022 Q4	$852K	Buy	13,846 +7,962	+135%	+$543K	0.06%	245
2022 Q3	$354K	Sell	5,884 -72,752	-93%	-$4.52M	0.03%	402
2022 Q2	$4.33M	Buy	+78,636	New	+$5.14M	0.4%	71