Intrepid Financial Planning Group’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,500
| Closed | -$924K | – | 129 |
|
|
2024
Q2 | $924K | Sell |
19,500
-800
| -4% | -$37.9K | 0.4% | 51 |
|
|
2024
Q1 | $1.02M | Sell |
20,300
-2,215
| -10% | -$111K | 0.44% | 48 |
|
|
2023
Q4 | $1.02M | Sell |
22,515
-3,285
| -13% | -$149K | 0.49% | 40 |
|
|
2023
Q3 | $1.23M | Sell |
25,800
-250
| -1% | -$11.9K | 0.64% | 37 |
|
|
2023
Q2 | $1.26M | Buy |
26,050
+250
| +1% | +$12.1K | 0.6% | 40 |
|
|
2023
Q1 | $1.31M | Buy |
25,800
+860
| +3% | +$43.5K | 0.66% | 39 |
|
|
2022
Q4 | $1.53M | Buy |
24,940
+7,330
| +42% | +$451K | 0.83% | 29 |
|
|
2022
Q3 | $1.06M | Buy |
17,610
+1,610
| +10% | +$96.8K | 0.6% | 38 |
|
|
2022
Q2 | $882K | Buy |
+16,000
| New | +$882K | 0.48% | 42 |
|