FRA
Frank Rimerman Advisors’s Devon Energy DVN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $229K | Sell |
7,201
-2,570
| -26% | -$81.8K | 0.02% | 515 |
|
2025
Q1 | $365K | Buy |
+9,771
| New | +$365K | 0.03% | 371 |
|
2024
Q4 | – | Sell |
-6,950
| Closed | -$272K | – | 530 |
|
2024
Q3 | $272K | Buy |
6,950
+199
| +3% | +$7.79K | 0.02% | 446 |
|
2024
Q2 | $320K | Buy |
6,751
+6,334
| +1,519% | +$300K | 0.02% | 434 |
|
2024
Q1 | $20.9K | Hold |
417
| – | – | ﹤0.01% | 151 |
|
2023
Q4 | $18.9K | Buy |
+417
| New | +$18.9K | ﹤0.01% | 148 |
|