Everhart Financial Group’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$464K Buy
14,594
+1,188
+9% +$37.8K 0.05% 231
2025
Q1
$501K Buy
+13,406
New +$501K 0.07% 203
2024
Q4
Sell
-5,609
Closed -$219K 316
2024
Q3
$219K Buy
+5,609
New +$219K 0.05% 302