EFS
Essex Financial Services’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Buy |
26,523
+1,528
| +6% | +$48.6K | 0.06% | 294 |
|
|
2025
Q1 | $935K | Buy |
24,995
+3,704
| +17% | +$139K | 0.07% | 245 |
|
|
2024
Q4 | $697K | Buy |
21,291
+12,015
| +130% | +$393K | 0.05% | 308 |
|
|
2024
Q3 | $373K | Sell |
9,276
-1,236
| -12% | -$49.6K | 0.03% | 437 |
|
|
2024
Q2 | $474K | Sell |
10,512
-23,997
| -70% | -$1.08M | 0.04% | 383 |
|
|
2024
Q1 | $1.73M | Sell |
34,509
-961
| -3% | -$48.2K | 0.16% | 131 |
|
|
2023
Q4 | $1.61M | Sell |
35,470
-4,576
| -11% | -$207K | 0.17% | 129 |
|
|
2023
Q3 | $1.91M | Sell |
40,046
-1,750
| -4% | -$83.5K | 0.22% | 99 |
|
|
2023
Q2 | $2.02M | Sell |
41,796
-35,737
| -46% | -$1.73M | 0.23% | 92 |
|
|
2023
Q1 | $3.92M | Sell |
77,533
-95,942
| -55% | -$4.86M | 0.41% | 63 |
|
|
2022
Q4 | $1.07M | Buy |
173,475
+5,331
| +3% | +$32.8K | 0.11% | 172 |
|
|
2022
Q3 | $10.1M | Buy |
168,144
+32,529
| +24% | +$1.96M | 1.21% | 16 |
|
|
2022
Q2 | $7.47M | Buy |
135,615
+24,980
| +23% | +$1.38M | 0.83% | 24 |
|
|
2022
Q1 | $6.54M | Buy |
110,635
+87,352
| +375% | +$5.17M | 0.63% | 39 |
|
|
2021
Q4 | $1.03M | Buy |
+23,283
| New | +$1.03M | 0.1% | 196 |
|
|
2015
Q2 | – | Sell |
-3,609
| Closed | -$218K | – | 332 |
|
|
2015
Q1 | $218K | Sell |
3,609
-450
| -11% | -$27.2K | 0.06% | 291 |
|
|
2014
Q4 | $248K | Sell |
4,059
-100
| -2% | -$6.11K | 0.06% | 262 |
|
|
2014
Q3 | $284K | Buy |
4,159
+250
| +6% | +$17.1K | 0.08% | 232 |
|
|
2014
Q2 | $310K | Hold |
3,909
| – | – | 0.09% | 225 |
|
|
2014
Q1 | $262K | Hold |
3,909
| – | – | 0.09% | 236 |
|
|
2013
Q4 | $242K | Sell |
3,909
-50
| -1% | -$3.1K | 0.08% | 235 |
|
|
2013
Q3 | $229 | Sell |
3,959
-203
| -5% | -$12 | 0.07% | 228 |
|
|
2013
Q2 | $216K | Buy |
+4,162
| New | +$216K | 0.08% | 235 |
|