Karpas Strategies’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$328K Sell
2024
Q1
$352K Hold
2023
Q4
$318K Sell
2023
Q3
$359K Sell
2023
Q2
$399K Sell
2023
Q1
$424K Sell
2022
Q4
$548K Hold
2022
Q3
$535K Hold
2022
Q2
$491K Hold
2022
Q1
$526K Sell
2021
Q4
$393K Hold
2021
Q3
$375K Hold
2021
Q2
$261K Buy