EverSource Wealth Advisors’s Devon Energy DVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.41M	Buy	27,934 +3,084	+12%	+$132K	0.04%	297
2025 Q4	$910K	Sell	24,850 -3,016	-11%	-$105K	0.03%	367
2025 Q3	$977K	Buy	27,866 +827	+3%	+$28.2K	0.04%	316
2025 Q2	$860K	Buy	27,039 +8,552	+46%	+$272K	0.04%	312
2025 Q1	$691K	Buy	18,487 +533	+3%	+$18.9K	0.04%	317
2024 Q4	$588K	Buy	17,954 +721	+4%	+$27.2K	0.03%	339
2024 Q3	$674K	Buy	17,233 +2,866	+20%	+$126K	0.04%	281
2024 Q2	$676K	Buy	14,367 +2,978	+26%	+$148K	0.04%	272
2024 Q1	$583K	Buy	11,389 +785	+7%	+$34.8K	0.05%	246
2023 Q4	$480K	Sell	10,604 -2,248	-17%	-$103K	0.04%	250
2023 Q3	$613K	Sell	12,852 -609	-5%	-$30.7K	0.07%	205
2023 Q2	$651K	Sell	13,461 -7,770	-37%	-$391K	0.07%	200
2023 Q1	$1.07M	Buy	21,231 +5,878	+38%	+$335K	0.13%	133
2022 Q4	$944K	Buy	15,353 +2,030	+15%	+$138K	0.14%	122
2022 Q3	$801K	Buy	13,323 +12,549	+1,621%	+$780K	0.18%	104
2022 Q2	$43K	Sell	774 -130	-14%	-$8.49K	0.01%	656
2022 Q1	$54K	Buy	904 +433	+92%	+$23.4K	0.01%	454
2021 Q4	$21K	Buy	+471	New	+$19.6K	0.01%	659