Institutional & Family Asset Management’s Devon Energy DVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$11.3K	Buy	239 +1	+0.4%	+$50	﹤0.01%	401
2024 Q1	$11.9K	Buy	238 +1	+0.4%	+$44	﹤0.01%	389
2023 Q4	$10.8K	Buy	237 +1	+0.4%	+$46	﹤0.01%	383
2023 Q3	$11.3K	Buy	236 +95	+67%	+$4.78K	﹤0.01%	361
2023 Q2	$6.81K	Buy	141 +1	+0.7%	+$50	﹤0.01%	427
2023 Q1	$7.08K	Buy	140 +1	+0.7%	+$57	﹤0.01%	420
2022 Q4	$8.54K	Buy	139 +1	+0.7%	+$68	﹤0.01%	392
2022 Q3	$8K	Buy	138 +2	+1%	+$124	﹤0.01%	405
2022 Q2	$8K	Buy	136 +1	+0.7%	+$65	﹤0.01%	416
2022 Q1	$8K	Buy	135 +1	+0.7%	+$54	﹤0.01%	466
2021 Q4	$6K	Buy	134 +81	+153%	+$3.37K	﹤0.01%	523
2021 Q3	$2K	Buy	53 +1	+2%	+$28	﹤0.01%	768
2021 Q2	$2K	Hold	52	–	–	﹤0.01%	815
2021 Q1	$1K	Buy	+52	New	+$1.07K	﹤0.01%	857
2019 Q4	–	Sell	-275	Closed	-$7K	–	864
2019 Q3	$7K	Buy	275 +28	+11%	+$701	﹤0.01%	515
2019 Q2	$7K	Hold	247	–	–	﹤0.01%	543
2019 Q1	$8K	Hold	247	–	–	﹤0.01%	534
2018 Q4	$6K	Hold	247	–	–	﹤0.01%	559
2018 Q3	$10K	Hold	247	–	–	﹤0.01%	529
2018 Q2	$11K	Sell	247 -126	-34%	-$4.88K	﹤0.01%	508
2018 Q1	$12K	Buy	+373	New	+$13.7K	﹤0.01%	472