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Horan Securities’s Devon Energy DVN Stock Holding History

Horan Securities’s Portfolio DVN Stock Details DVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-399
Closed -$19.3K – 237
2023
Q2 		$19.3K Buy
399
+3
+0.8% +$151 0.01% 323
2023
Q1 		$20K Buy
396
+25
+7% +$1.42K 0.01% 305
2022
Q4 		$22.8K Buy
371
+5
+1% +$341 0.01% 279
2022
Q3 		$22K Buy
+366
New +$22.7K 0.01% 262

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State Street
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Geode Capital Management
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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RJA
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Northern Trust
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return