Jeppson 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 | – | Sell |
-5,820
| Closed | -$218K | – | 214 |
|
|
2025
Q1 | $218K | Buy |
+5,820
| New | +$218K | 0.08% | 186 |
|
|
2024
Q4 | – | Sell |
-5,989
| Closed | -$234K | – | 202 |
|
|
2024
Q3 | $234K | Buy |
+5,989
| New | +$234K | 0.08% | 179 |
|
|
2023
Q4 | – | Sell |
-4,538
| Closed | -$216K | – | 205 |
|
|
2023
Q3 | $216K | Buy |
+4,538
| New | +$216K | 0.1% | 168 |
|
|
2023
Q1 | – | Sell |
-4,285
| Closed | -$264K | – | 202 |
|
|
2022
Q4 | $264K | Buy |
4,285
+259
| +6% | +$15.9K | 0.11% | 162 |
|
|
2022
Q3 | $242K | Buy |
4,026
+40
| +1% | +$2.4K | 0.11% | 164 |
|
|
2022
Q2 | $220K | Sell |
3,986
-204
| -5% | -$11.3K | 0.09% | 168 |
|
|
2022
Q1 | $247K | Buy |
+4,190
| New | +$247K | 0.12% | 148 |
|
|
2020
Q4 | – | Sell |
-1,110
| Closed | -$11K | – | 213 |
|
|
2020
Q3 | $11K | Buy |
+1,110
| New | +$11K | 0.01% | 383 |
|