GeoWealth 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 | $78.8K | Buy |
2,477
+105
| +4% | +$3.34K | ﹤0.01% | 862 |
|
|
2025
Q1 | $88.7K | Sell |
2,372
-1,222
| -34% | -$45.7K | ﹤0.01% | 812 |
|
|
2024
Q4 | $118K | Sell |
3,594
-1,446
| -29% | -$47.3K | ﹤0.01% | 919 |
|
|
2024
Q3 | $197K | Sell |
5,040
-421
| -8% | -$16.5K | 0.01% | 725 |
|
|
2024
Q2 | $259K | Buy |
5,461
+1,275
| +30% | +$60.4K | 0.01% | 617 |
|
|
2024
Q1 | $210K | Buy |
+4,186
| New | +$210K | 0.01% | 674 |
|