Kestra Private Wealth Services’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
$915K Buy
28,757
+38
+0.1% +$1.21K 0.01% 774
2025
Q1
$1.07M Buy
28,719
+2,138
+8% +$80K 0.02% 652
2024
Q4
$870K Sell
26,581
-2,109
-7% -$69K 0.01% 694
2024
Q3
$1.12M Buy
28,690
+1,396
+5% +$54.6K 0.02% 580
2024
Q2
$1.29M Sell
27,294
-4,143
-13% -$196K 0.03% 497
2024
Q1
$1.58M Sell
31,437
-4,146
-12% -$208K 0.04% 439
2023
Q4
$1.61M Buy
35,583
+1,367
+4% +$61.9K 0.04% 400
2023
Q3
$1.63M Buy
34,216
+256
+0.8% +$12.2K 0.05% 348
2023
Q2
$1.64M Buy
33,960
+1,995
+6% +$96.4K 0.06% 338
2023
Q1
$1.62M Sell
31,965
-127
-0.4% -$6.43K 0.06% 308
2022
Q4
$1.97M Buy
32,092
+1,411
+5% +$86.8K 0.1% 232
2022
Q3
$1.85M Buy
30,681
+9,633
+46% +$579K 0.11% 219
2022
Q2
$1.16M Buy
21,048
+11,277
+115% +$621K 0.07% 313
2022
Q1
$578K Buy
+9,771
New +$578K 0.03% 525