DA
Doliver Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
10,660
-275
| -3% | -$8.75K | 0.09% | 137 |
|
|
2025
Q1 | $409K | Sell |
10,935
-625
| -5% | -$23.4K | 0.11% | 116 |
|
|
2024
Q4 | $378K | Sell |
11,560
-100
| -0.9% | -$3.27K | 0.11% | 121 |
|
|
2024
Q3 | $456K | Hold |
11,660
| – | – | 0.13% | 98 |
|
|
2024
Q2 | $553K | Sell |
11,660
-175
| -1% | -$8.3K | 0.15% | 86 |
|
|
2024
Q1 | $594K | Buy |
11,835
+935
| +9% | +$46.9K | 0.17% | 85 |
|
|
2023
Q4 | $494K | Sell |
10,900
-80
| -0.7% | -$3.62K | 0.15% | 89 |
|
|
2023
Q3 | $524K | Buy |
10,980
+1,010
| +10% | +$48.2K | 0.16% | 86 |
|
|
2023
Q2 | $482K | Buy |
9,970
+3,565
| +56% | +$172K | 0.15% | 104 |
|
|
2023
Q1 | $324K | Buy |
6,405
+500
| +8% | +$25.3K | 0.1% | 123 |
|
|
2022
Q4 | $363K | Buy |
5,905
+1,250
| +27% | +$76.9K | 0.12% | 101 |
|
|
2022
Q3 | $280K | Sell |
4,655
-595
| -11% | -$35.8K | 0.1% | 116 |
|
|
2022
Q2 | $289K | Buy |
5,250
+236
| +5% | +$13K | 0.1% | 126 |
|
|
2022
Q1 | $296K | Sell |
5,014
-1,149
| -19% | -$67.8K | 0.09% | 134 |
|
|
2021
Q4 | $326K | Sell |
6,163
-2,856
| -32% | -$151K | 0.1% | 118 |
|
|
2021
Q3 | $320K | Sell |
9,019
-1,210
| -12% | -$42.9K | 0.11% | 131 |
|
|
2021
Q2 | $299K | Sell |
10,229
-2,898
| -22% | -$84.7K | 0.1% | 116 |
|
|
2021
Q1 | $287K | Buy |
+13,127
| New | +$287K | 0.11% | 108 |
|
|
2020
Q1 | – | Sell |
-9,402
| Closed | -$244K | – | 173 |
|
|
2019
Q4 | $244K | Sell |
9,402
-510
| -5% | -$13.2K | 0.1% | 94 |
|
|
2019
Q3 | $208K | Buy |
9,912
+490
| +5% | +$10.3K | 0.08% | 103 |
|
|
2019
Q2 | $269K | Buy |
9,422
+684
| +8% | +$19.5K | 0.11% | 88 |
|
|
2019
Q1 | $276K | Buy |
+8,738
| New | +$276K | 0.11% | 73 |
|
|
2018
Q4 | – | Sell |
-8,568
| Closed | -$342K | – | 159 |
|
|
2018
Q3 | $342K | Buy |
8,568
+105
| +1% | +$4.19K | 0.14% | 87 |
|
|
2018
Q2 | $372K | Buy |
8,463
+170
| +2% | +$7.47K | 0.16% | 92 |
|
|
2018
Q1 | $264K | Buy |
8,293
+570
| +7% | +$18.1K | 0.12% | 171 |
|
|
2017
Q4 | $320K | Hold |
7,723
| – | – | 0.13% | 138 |
|
|
2017
Q3 | $284K | Sell |
7,723
-704
| -8% | -$25.9K | 0.13% | 162 |
|
|
2017
Q2 | $269K | Buy |
+8,427
| New | +$269K | 0.13% | 169 |
|