IAA
Independent Advisor Alliance’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Sell |
16,880
-4,994
| -23% | -$159K | 0.02% | 566 |
|
|
2025
Q1 | $818K | Sell |
21,874
-4,526
| -17% | -$169K | 0.03% | 408 |
|
|
2024
Q4 | $864K | Sell |
26,400
-1,090
| -4% | -$35.7K | 0.01% | 769 |
|
|
2024
Q3 | $1.08M | Sell |
27,490
-3,971
| -13% | -$155K | 0.04% | 322 |
|
|
2024
Q2 | $1.49M | Sell |
31,461
-70
| -0.2% | -$3.32K | 0.05% | 262 |
|
|
2024
Q1 | $1.58M | Sell |
31,531
-10,302
| -25% | -$517K | 0.06% | 253 |
|
|
2023
Q4 | $1.9M | Buy |
41,833
+12,067
| +41% | +$547K | 0.07% | 215 |
|
|
2023
Q3 | $1.42M | Buy |
29,766
+10,171
| +52% | +$485K | 0.06% | 239 |
|
|
2023
Q2 | $947K | Buy |
19,595
+3,765
| +24% | +$182K | 0.04% | 313 |
|
|
2023
Q1 | $801K | Sell |
15,830
-25,292
| -62% | -$1.28M | 0.04% | 326 |
|
|
2022
Q4 | $2.53K | Buy |
41,122
+796
| +2% | +$49 | ﹤0.01% | 229 |
|
|
2022
Q3 | $2.43M | Buy |
40,326
+9,149
| +29% | +$550K | 0.14% | 141 |
|
|
2022
Q2 | $1.72M | Buy |
31,177
+11,359
| +57% | +$626K | 0.1% | 181 |
|
|
2022
Q1 | $1.17M | Buy |
+19,818
| New | +$1.17M | 0.06% | 256 |
|
|
2021
Q3 | – | Sell |
-176,625
| Closed | -$5.16M | – | 643 |
|
|
2021
Q2 | $5.16M | Buy |
+176,625
| New | +$5.16M | 0.28% | 90 |
|