Fortis Group Advisors’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 | $203K | Sell |
6,097
-233
| -4% | -$7.74K | 0.04% | 217 |
|
|
2025
Q1 | $237K | Buy |
+6,330
| New | +$237K | 0.05% | 180 |
|
|
2024
Q2 | – | Sell |
-11,422
| Closed | -$573K | – | 506 |
|
|
2024
Q1 | $573K | Buy |
11,422
+511
| +5% | +$25.6K | 0.11% | 121 |
|
|
2023
Q4 | $552K | Hold |
10,911
| – | – | 0.14% | 66 |
|
|
2023
Q3 | $552K | Sell |
10,911
-343
| -3% | -$17.4K | 0.17% | 61 |
|
|
2023
Q2 | $544K | Buy |
11,254
+285
| +3% | +$13.8K | 0.14% | 79 |
|
|
2023
Q1 | $586K | Buy |
+10,969
| New | +$586K | 0.18% | 62 |
|