EverSource Wealth Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $860K | Buy |
27,039
+8,552
| +46% | +$272K | 0.04% | 311 |
|
|
2025
Q1 | $691K | Buy |
18,487
+533
| +3% | +$19.9K | 0.04% | 316 |
|
|
2024
Q4 | $588K | Buy |
17,954
+721
| +4% | +$23.6K | 0.03% | 339 |
|
|
2024
Q3 | $674K | Buy |
17,233
+2,866
| +20% | +$112K | 0.04% | 281 |
|
|
2024
Q2 | $676K | Buy |
14,367
+2,978
| +26% | +$140K | 0.04% | 272 |
|
|
2024
Q1 | $583K | Buy |
11,389
+785
| +7% | +$40.2K | 0.05% | 246 |
|
|
2023
Q4 | $480K | Sell |
10,604
-2,248
| -17% | -$102K | 0.04% | 250 |
|
|
2023
Q3 | $613K | Sell |
12,852
-609
| -5% | -$29K | 0.07% | 205 |
|
|
2023
Q2 | $651K | Sell |
13,461
-7,770
| -37% | -$376K | 0.07% | 200 |
|
|
2023
Q1 | $1.07M | Buy |
21,231
+5,878
| +38% | +$297K | 0.13% | 133 |
|
|
2022
Q4 | $944K | Buy |
15,353
+2,030
| +15% | +$125K | 0.14% | 122 |
|
|
2022
Q3 | $801K | Buy |
13,323
+12,549
| +1,621% | +$754K | 0.18% | 104 |
|
|
2022
Q2 | $43K | Sell |
774
-130
| -14% | -$7.22K | 0.01% | 656 |
|
|
2022
Q1 | $54K | Buy |
904
+433
| +92% | +$25.9K | 0.01% | 454 |
|
|
2021
Q4 | $21K | Buy |
+471
| New | +$21K | 0.01% | 659 |
|