JNBA Financial Advisors’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 | $6.02K | Hold |
189
| – | – | ﹤0.01% | 523 |
|
2025
Q1 | $7.08K | Hold |
189
| – | – | ﹤0.01% | 496 |
|
2024
Q4 | $6.19K | Hold |
189
| – | – | ﹤0.01% | 517 |
|
2024
Q3 | $7.4K | Hold |
189
| – | – | ﹤0.01% | 494 |
|
2024
Q2 | $8.97K | Hold |
189
| – | – | ﹤0.01% | 466 |
|
2024
Q1 | $9.49K | Hold |
189
| – | – | ﹤0.01% | 472 |
|
2023
Q4 | $8.57K | Sell |
189
-72
| -28% | -$3.27K | ﹤0.01% | 488 |
|
2023
Q3 | $12.5K | Buy |
261
+72
| +38% | +$3.44K | ﹤0.01% | 441 |
|
2023
Q2 | $9.15K | Sell |
189
-72
| -28% | -$3.48K | ﹤0.01% | 477 |
|
2023
Q1 | $13.2K | Sell |
261
-237
| -48% | -$12K | ﹤0.01% | 444 |
|
2022
Q4 | $30.6K | Hold |
498
| – | – | ﹤0.01% | 326 |
|
2022
Q3 | $30K | Hold |
498
| – | – | ﹤0.01% | 325 |
|
2022
Q2 | $27K | Hold |
498
| – | – | ﹤0.01% | 354 |
|
2022
Q1 | $29K | Buy |
498
+365
| +274% | +$21.3K | ﹤0.01% | 355 |
|
2021
Q4 | $6K | Buy |
133
+3
| +2% | +$135 | ﹤0.01% | 579 |
|
2021
Q3 | $5K | Buy |
130
+1
| +0.8% | +$38 | ﹤0.01% | 582 |
|
2021
Q2 | $4K | Buy |
129
+2
| +2% | +$62 | ﹤0.01% | 562 |
|
2021
Q1 | $3K | Buy |
127
+2
| +2% | +$47 | ﹤0.01% | 566 |
|
2020
Q4 | $2K | Buy |
125
+4
| +3% | +$64 | ﹤0.01% | 552 |
|
2020
Q3 | $1K | Buy |
121
+1
| +0.8% | +$8 | ﹤0.01% | 547 |
|
2020
Q2 | $1K | Buy |
120
+1
| +0.8% | +$8 | ﹤0.01% | 538 |
|
2020
Q1 | $1K | Buy |
119
+2
| +2% | +$17 | ﹤0.01% | 533 |
|
2019
Q4 | $3K | Hold |
117
| – | – | ﹤0.01% | 523 |
|
2019
Q3 | $3K | Sell |
117
-735
| -86% | -$18.8K | ﹤0.01% | 505 |
|
2019
Q2 | $24K | Buy |
852
+233
| +38% | +$6.56K | ﹤0.01% | 321 |
|
2019
Q1 | $20K | Buy |
619
+503
| +434% | +$16.3K | ﹤0.01% | 325 |
|
2018
Q4 | $3K | Sell |
116
-209
| -64% | -$5.41K | ﹤0.01% | 460 |
|
2018
Q3 | $13K | Buy |
325
+210
| +183% | +$8.4K | 0.01% | 349 |
|
2018
Q2 | $5K | Hold |
115
| – | – | ﹤0.01% | 451 |
|
2018
Q1 | $4K | Hold |
115
| – | – | ﹤0.01% | 431 |
|
2017
Q4 | $5K | Buy |
115
+1
| +0.9% | +$43 | ﹤0.01% | 407 |
|
2017
Q3 | $4K | Hold |
114
| – | – | ﹤0.01% | 409 |
|
2017
Q2 | $4K | Hold |
114
| – | – | ﹤0.01% | 396 |
|
2017
Q1 | $5K | Buy |
+114
| New | +$5K | ﹤0.01% | 396 |
|
2016
Q4 | – | Sell |
-542
| Closed | -$24K | – | 713 |
|
2016
Q3 | $24K | Buy |
+542
| New | +$24K | ﹤0.01% | 748 |
|
2016
Q2 | – | Sell |
-426
| Closed | -$12K | – | 518 |
|
2016
Q1 | $12K | Hold |
426
| – | – | ﹤0.01% | 334 |
|
2015
Q4 | $14K | Hold |
426
| – | – | 0.01% | 314 |
|
2015
Q3 | $16K | Hold |
426
| – | – | 0.01% | 300 |
|
2015
Q2 | $25K | Hold |
426
| – | – | 0.01% | 256 |
|
2015
Q1 | $26K | Hold |
426
| – | – | 0.01% | 258 |
|
2014
Q4 | $26K | Hold |
426
| – | – | 0.01% | 261 |
|
2014
Q3 | $29K | Hold |
426
| – | – | 0.01% | 243 |
|
2014
Q2 | $34K | Hold |
426
| – | – | 0.02% | 212 |
|
2014
Q1 | $29K | Hold |
426
| – | – | 0.02% | 213 |
|
2013
Q4 | $26K | Hold |
426
| – | – | 0.01% | 219 |
|
2013
Q3 | $25K | Hold |
426
| – | – | 0.02% | 212 |
|
2013
Q2 | $22K | Buy |
+426
| New | +$22K | 0.02% | 201 |
|