DBIA
Dumont & Blake Investment Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Sell |
22,798
-175
| -0.8% | -$5.57K | 0.19% | 115 |
|
|
2025
Q1 | $859K | Sell |
22,973
-130
| -0.6% | -$4.86K | 0.24% | 104 |
|
|
2024
Q4 | $756K | Sell |
23,103
-3,438
| -13% | -$113K | 0.2% | 114 |
|
|
2024
Q3 | $1.04M | Sell |
26,541
-26,687
| -50% | -$1.04M | 0.28% | 88 |
|
|
2024
Q2 | $2.52M | Buy |
53,228
+26,854
| +102% | +$1.27M | 0.36% | 73 |
|
|
2024
Q1 | $1.32M | Buy |
26,374
+185
| +0.7% | +$9.28K | 0.38% | 71 |
|
|
2023
Q4 | $1.19M | Sell |
26,189
-1,120
| -4% | -$50.7K | 0.37% | 72 |
|
|
2023
Q3 | $1.3M | Sell |
27,309
-155
| -0.6% | -$7.4K | 0.44% | 61 |
|
|
2023
Q2 | $1.33M | Sell |
27,464
-25
| -0.1% | -$1.21K | 0.43% | 65 |
|
|
2023
Q1 | $1.39M | Sell |
27,489
-177
| -0.6% | -$8.96K | 0.47% | 60 |
|
|
2022
Q4 | $1.7M | Sell |
27,666
-155
| -0.6% | -$9.54K | 0.6% | 47 |
|
|
2022
Q3 | $1.67M | Buy |
27,821
+76
| +0.3% | +$4.57K | 0.63% | 43 |
|
|
2022
Q2 | $1.53M | Buy |
27,745
+41
| +0.1% | +$2.26K | 0.5% | 56 |
|
|
2022
Q1 | $1.64M | Buy |
27,704
+164
| +0.6% | +$9.7K | 0.45% | 59 |
|
|
2021
Q4 | $1.21M | Buy |
27,540
+240
| +0.9% | +$10.6K | 0.32% | 88 |
|
|
2021
Q3 | $969K | Buy |
+27,300
| New | +$969K | 0.28% | 99 |
|