Integrated Wealth Concepts’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 | $1.89M | Buy |
59,519
+30,894
| +108% | +$983K | 0.02% | 637 |
|
|
2025
Q1 | $1.07M | Sell |
28,625
-358
| -1% | -$13.4K | 0.01% | 799 |
|
|
2024
Q4 | $949K | Sell |
28,983
-1,898
| -6% | -$62.1K | 0.01% | 838 |
|
|
2024
Q3 | $1.21M | Buy |
30,881
+7,087
| +30% | +$277K | 0.01% | 726 |
|
|
2024
Q2 | $1.13M | Buy |
23,794
+2,467
| +12% | +$117K | 0.02% | 704 |
|
|
2024
Q1 | $1.07M | Sell |
21,327
-5,730
| -21% | -$288K | 0.02% | 725 |
|
|
2023
Q4 | $1.23M | Buy |
27,057
+9,626
| +55% | +$436K | 0.02% | 646 |
|
|
2023
Q3 | $831K | Sell |
17,431
-3,226
| -16% | -$154K | 0.01% | 763 |
|
|
2023
Q2 | $999K | Buy |
20,657
+4,340
| +27% | +$210K | 0.02% | 684 |
|
|
2023
Q1 | $826K | Buy |
16,317
+6,611
| +68% | +$335K | 0.02% | 688 |
|
|
2022
Q4 | $597K | Sell |
9,706
-221
| -2% | -$13.6K | 0.02% | 605 |
|
|
2022
Q3 | $597K | Buy |
9,927
+1,928
| +24% | +$116K | 0.02% | 541 |
|
|
2022
Q2 | $441K | Buy |
7,999
+4,271
| +115% | +$235K | 0.01% | 643 |
|
|
2022
Q1 | $220K | Buy |
+3,728
| New | +$220K | 0.01% | 846 |
|