Herold 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 | $283K | Buy |
8,900
+3,150
| +55% | +$100K | 0.06% | 251 |
|
|
2025
Q1 | $215K | Buy |
+5,750
| New | +$215K | 0.05% | 255 |
|
|
2024
Q4 | – | Sell |
-6,700
| Closed | -$262K | – | 276 |
|
|
2024
Q3 | $262K | Buy |
6,700
+450
| +7% | +$17.6K | 0.06% | 236 |
|
|
2024
Q2 | $296K | Hold |
6,250
| – | – | 0.07% | 217 |
|
|
2024
Q1 | $314K | Buy |
6,250
+1,350
| +28% | +$67.7K | 0.08% | 213 |
|
|
2023
Q4 | $222K | Hold |
4,900
| – | – | 0.06% | 222 |
|
|
2023
Q3 | $234K | Buy |
+4,900
| New | +$234K | 0.07% | 219 |
|
|
2022
Q2 | – | Sell |
-200
| Closed | -$11.8K | – | 303 |
|
|
2022
Q1 | $11.8K | Buy |
+200
| New | +$11.8K | ﹤0.01% | 576 |
|