IHT Wealth Management’s Devon Energy DVN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$792K Buy
24,904
+399
+2% +$12.7K 0.02% 566
2025
Q1
$916K Sell
24,505
-5,248
-18% -$196K 0.03% 495
2024
Q4
$974K Sell
29,753
-3,034
-9% -$99.3K 0.03% 461
2024
Q3
$1.28M Sell
32,787
-1,786
-5% -$70K 0.04% 432
2024
Q2
$1.64M Sell
34,573
-2,266
-6% -$107K 0.06% 300
2024
Q1
$1.85M Buy
36,839
+4,509
+14% +$226K 0.07% 264
2023
Q4
$1.46M Buy
32,330
+1,246
+4% +$56.4K 0.07% 292
2023
Q3
$1.48M Sell
31,084
-2,980
-9% -$142K 0.08% 255
2023
Q2
$1.65M Buy
34,064
+2,110
+7% +$102K 0.09% 225
2023
Q1
$1.62M Sell
31,954
-1,568
-5% -$79.4K 0.09% 219
2022
Q4
$2.06M Buy
33,522
+5,143
+18% +$316K 0.13% 169
2022
Q3
$1.71M Buy
28,379
+4,654
+20% +$280K 0.13% 184
2022
Q2
$1.31M Sell
23,725
-906
-4% -$49.9K 0.12% 185
2022
Q1
$1.46M Buy
24,631
+7,771
+46% +$459K 0.11% 187
2021
Q4
$743K Sell
16,860
-13,962
-45% -$615K 0.05% 328
2021
Q3
$1.09M Sell
30,822
-26,089
-46% -$926K 0.09% 230
2021
Q2
$1.66M Buy
+56,911
New +$1.66M 0.11% 196
2018
Q2
Sell
-2,046
Closed -$62K 660
2018
Q1
$62K Sell
2,046
-1,269
-38% -$38.5K 0.02% 611
2017
Q4
$143K Buy
3,315
+2,835
+591% +$122K 0.04% 412
2017
Q3
$17K Sell
480
-509
-51% -$18K 0.01% 815
2017
Q2
$7 Sell
989
-222
-18% -$2 ﹤0.01% 1035
2017
Q1
$50K Hold
1,211
0.03% 417
2016
Q4
$57K Buy
+1,211
New +$57K 0.04% 365