J. Safra Sarasin Holding’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
$495K Hold
15,565
0.01% 362
2025
Q1
$582K Sell
15,565
-950
-6% -$35.5K 0.01% 405
2024
Q4
$541K Sell
16,515
-721
-4% -$23.6K 0.01% 401
2024
Q3
$674K Sell
17,236
-513
-3% -$20.1K 0.01% 369
2024
Q2
$841K Buy
+17,749
New +$841K 0.02% 362