Forum Financial Management’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
$465K Buy
14,622
+60
+0.4% +$1.91K 0.01% 443
2025
Q1
$545K Sell
14,562
-1
-0% -$37 0.01% 338
2024
Q4
$477K Sell
14,563
-58
-0.4% -$1.9K 0.01% 398
2024
Q3
$572K Buy
14,621
+28
+0.2% +$1.1K 0.01% 290
2024
Q2
$692K Sell
14,593
-2,001
-12% -$94.9K 0.01% 227
2024
Q1
$833K Buy
16,594
+2,001
+14% +$100K 0.01% 217
2023
Q4
$661K Sell
14,593
-1,986
-12% -$90K 0.01% 225
2023
Q3
$791K Buy
16,579
+1
+0% +$48 0.02% 187
2023
Q2
$801K Buy
16,578
+123
+0.7% +$5.95K 0.02% 188
2023
Q1
$833K Buy
16,455
+1
+0% +$51 0.02% 165
2022
Q4
$1.01M Sell
16,454
-116
-0.7% -$7.14K 0.03% 132
2022
Q3
$996K Sell
16,570
-235
-1% -$14.1K 0.05% 115
2022
Q2
$926K Buy
16,805
+63
+0.4% +$3.47K 0.05% 131
2022
Q1
$989K Buy
16,742
+334
+2% +$19.7K 0.05% 126
2021
Q4
$723K Buy
+16,408
New +$723K 0.04% 171