Dynamic Advisor Solutions’s Devon Energy DVN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$337K Sell
10,592
-1,507
-12% -$47.9K 0.01% 707
2025
Q1
$453K Sell
12,099
-156
-1% -$5.84K 0.01% 606
2024
Q4
$401K Sell
12,255
-8,627
-41% -$282K 0.02% 471
2024
Q3
$817K Sell
20,882
-1,017
-5% -$39.8K 0.02% 505
2024
Q2
$1.04M Buy
21,899
+1,095
+5% +$51.9K 0.03% 449
2024
Q1
$1.04M Buy
20,804
+897
+5% +$45K 0.04% 438
2023
Q4
$915K Sell
19,907
-121
-0.6% -$5.56K 0.03% 431
2023
Q3
$955K Sell
20,028
-286
-1% -$13.6K 0.05% 365
2023
Q2
$982K Buy
20,314
+785
+4% +$37.9K 0.05% 353
2023
Q1
$988K Buy
19,529
+108
+0.6% +$5.47K 0.06% 319
2022
Q4
$1.19M Sell
19,421
-9,064
-32% -$558K 0.08% 249
2022
Q3
$1.71M Buy
28,485
+2,599
+10% +$156K 0.13% 175
2022
Q2
$1.43M Buy
25,886
+2,903
+13% +$160K 0.11% 201
2022
Q1
$1.36M Buy
22,983
+12,216
+113% +$722K 0.09% 217
2021
Q4
$474K Buy
10,767
+1,450
+16% +$63.8K 0.03% 444
2021
Q3
$331K Buy
+9,317
New +$331K 0.02% 549