Heritage Wealth Advisors’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 | $12.7K | Hold |
400
| – | – | ﹤0.01% | 409 |
|
|
2025
Q1 | $15K | Hold |
400
| – | – | ﹤0.01% | 397 |
|
|
2024
Q4 | $13.1K | Hold |
400
| – | – | ﹤0.01% | 422 |
|
|
2024
Q3 | $15.6K | Hold |
400
| – | – | ﹤0.01% | 416 |
|
|
2024
Q2 | $19K | Buy |
400
+200
| +100% | +$9.48K | ﹤0.01% | 380 |
|
|
2024
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 441 |
|
|
2023
Q4 | $9.06K | Hold |
200
| – | – | ﹤0.01% | 455 |
|
|
2023
Q3 | $9.54K | Hold |
200
| – | – | ﹤0.01% | 413 |
|
|
2023
Q2 | $9.67K | Hold |
200
| – | – | ﹤0.01% | 436 |
|
|
2023
Q1 | $10.1K | Hold |
200
| – | – | ﹤0.01% | 443 |
|
|
2022
Q4 | $12.3K | Hold |
200
| – | – | ﹤0.01% | 441 |
|
|
2022
Q3 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 412 |
|