Independent Solutions Wealth Management’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 | $275K | Sell |
8,646
-59,198
| -87% | -$1.88M | 0.05% | 158 |
|
|
2025
Q1 | $2.54M | Buy |
67,844
+58,163
| +601% | +$2.18M | 0.57% | 57 |
|
|
2024
Q4 | $317K | Sell |
9,681
-4,100
| -30% | -$134K | 0.07% | 138 |
|
|
2024
Q3 | $539K | Buy |
13,781
+3,797
| +38% | +$149K | 0.12% | 113 |
|
|
2024
Q2 | $473K | Sell |
9,984
-328
| -3% | -$15.5K | 0.11% | 120 |
|
|
2024
Q1 | $517K | Buy |
10,312
+3,024
| +41% | +$152K | 0.12% | 121 |
|
|
2023
Q4 | $330K | Buy |
7,288
+318
| +5% | +$14.4K | 0.08% | 136 |
|
|
2023
Q3 | $332K | Buy |
+6,970
| New | +$332K | 0.09% | 153 |
|
|
2023
Q2 | – | Sell |
-4,977
| Closed | -$252K | – | 222 |
|
|
2023
Q1 | $252K | Sell |
4,977
-1,459
| -23% | -$73.8K | 0.07% | 185 |
|
|
2022
Q4 | $396K | Buy |
6,436
+213
| +3% | +$13.1K | 0.12% | 136 |
|
|
2022
Q3 | $374K | Buy |
6,223
+2,324
| +60% | +$140K | 0.12% | 139 |
|
|
2022
Q2 | $215K | Buy |
+3,899
| New | +$215K | 0.07% | 202 |
|