Geneos Wealth 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 | $500K | Sell |
15,720
-12,214
| -44% | -$389K | 0.01% | 707 |
|
|
2025
Q1 | $1.04M | Buy |
27,934
+18,468
| +195% | +$691K | 0.02% | 649 |
|
|
2024
Q4 | $310K | Buy |
9,466
+1,713
| +22% | +$56.1K | 0.01% | 700 |
|
|
2024
Q3 | $303K | Buy |
7,753
+2,703
| +54% | +$106K | 0.01% | 658 |
|
|
2024
Q2 | $239K | Buy |
5,050
+129
| +3% | +$6.12K | 0.01% | 659 |
|
|
2024
Q1 | $247K | Sell |
4,921
-3,244
| -40% | -$163K | 0.01% | 650 |
|
|
2023
Q4 | $370K | Sell |
8,165
-5,004
| -38% | -$227K | 0.02% | 535 |
|
|
2023
Q3 | $628K | Sell |
13,169
-1,904
| -13% | -$90.8K | 0.03% | 419 |
|
|
2023
Q2 | $729K | Sell |
15,073
-31,117
| -67% | -$1.5M | 0.04% | 379 |
|
|
2023
Q1 | $2.34M | Buy |
46,190
+1,744
| +4% | +$88.3K | 0.14% | 173 |
|
|
2022
Q4 | $2.73M | Buy |
44,446
+20,249
| +84% | +$1.25M | 0.17% | 146 |
|
|
2022
Q3 | $1.45M | Buy |
24,197
+5,104
| +27% | +$307K | 0.1% | 203 |
|
|
2022
Q2 | $1.05M | Sell |
19,093
-7,865
| -29% | -$433K | 0.05% | 309 |
|
|
2022
Q1 | $1.59M | Sell |
26,958
-29,391
| -52% | -$1.74M | 0.07% | 262 |
|
|
2021
Q4 | $2.48M | Sell |
56,349
-4,540
| -7% | -$200K | 0.09% | 214 |
|
|
2021
Q3 | $2.24M | Buy |
60,889
+2
| +0% | +$74 | 0.09% | 226 |
|
|
2021
Q2 | $1.78M | Sell |
60,887
-608
| -1% | -$17.8K | 0.07% | 257 |
|
|
2021
Q1 | $1.44M | Sell |
61,495
-2,134
| -3% | -$49.9K | 0.04% | 338 |
|
|
2020
Q4 | $1.42M | Buy |
63,629
+12,922
| +25% | +$288K | 0.06% | 283 |
|
|
2020
Q3 | $447K | Sell |
50,707
-247
| -0.5% | -$2.18K | 0.02% | 460 |
|
|
2020
Q2 | $557K | Buy |
50,954
+1
| +0% | +$11 | 0.03% | 385 |
|
|
2020
Q1 | $320K | Sell |
50,953
-48,593
| -49% | -$305K | 0.02% | 478 |
|
|
2019
Q4 | $2.56M | Sell |
99,546
-530
| -0.5% | -$13.6K | 0.14% | 176 |
|
|
2019
Q3 | $2.43M | Sell |
100,076
-126
| -0.1% | -$3.05K | 0.14% | 162 |
|
|
2019
Q2 | $2.86M | Sell |
100,202
-207
| -0.2% | -$5.9K | 0.18% | 144 |
|
|
2019
Q1 | $3.17M | Sell |
100,409
-6,403
| -6% | -$202K | 0.21% | 131 |
|
|
2018
Q4 | $2.4M | Buy |
106,812
+563
| +0.5% | +$12.6K | 0.18% | 149 |
|
|
2018
Q3 | $4.24M | Sell |
106,249
-6,801
| -6% | -$272K | 0.28% | 98 |
|
|
2018
Q2 | $4.97M | Buy |
113,050
+20,668
| +22% | +$908K | 0.39% | 68 |
|
|
2018
Q1 | $2.94M | Buy |
92,382
+846
| +0.9% | +$26.9K | 0.26% | 103 |
|
|
2017
Q4 | $3.79M | Sell |
91,536
-444
| -0.5% | -$18.4K | 0.34% | 84 |
|
|
2017
Q3 | $3.38M | Sell |
91,980
-114
| -0.1% | -$4.18K | 0.34% | 82 |
|
|
2017
Q2 | $2.94M | Buy |
92,094
+5,540
| +6% | +$177K | 0.3% | 90 |
|
|
2017
Q1 | $3.61M | Buy |
86,554
+15,857
| +22% | +$662K | 0.38% | 68 |
|
|
2016
Q4 | $3.23M | Sell |
70,697
-30,000
| -30% | -$1.37M | 0.43% | 61 |
|
|
2016
Q3 | $4.44M | Buy |
100,697
+22,106
| +28% | +$975K | 0.6% | 39 |
|
|
2016
Q2 | $2.94M | Buy |
78,591
+50
| +0.1% | +$1.87K | 0.43% | 54 |
|
|
2016
Q1 | $2.09M | Buy |
+78,541
| New | +$2.09M | 0.32% | 72 |
|