Global Financial Private Client’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 | – | Sell |
-132
| Closed | -$4.94K | – | 607 |
|
|
2025
Q1 | $4.94K | Buy |
132
+25
| +23% | +$935 | ﹤0.01% | 686 |
|
|
2024
Q4 | $3.5K | Sell |
107
-311
| -74% | -$10.2K | ﹤0.01% | 669 |
|
|
2024
Q3 | $16.4K | Buy |
+418
| New | +$16.4K | 0.01% | 462 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 697 |
|
|
2024
Q1 | – | Sell |
-200
| Closed | -$9.06K | – | 708 |
|
|
2023
Q4 | $9.06K | Buy |
+200
| New | +$9.06K | ﹤0.01% | 468 |
|
|
2023
Q1 | – | Sell |
-5,569
| Closed | -$343K | – | 687 |
|
|
2022
Q4 | $343K | Buy |
5,569
+1,068
| +24% | +$65.7K | 0.19% | 107 |
|
|
2022
Q3 | $294K | Buy |
4,501
+62
| +1% | +$4.05K | 0.17% | 111 |
|
|
2022
Q2 | $245K | Buy |
+4,439
| New | +$245K | 0.14% | 125 |
|