KCFA
Key Client Fiduciary Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
8,673
+2,551
| +42% | +$81.1K | 0.11% | 162 |
|
|
2025
Q1 | $229K | Sell |
6,122
-87
| -1% | -$3.25K | 0.1% | 167 |
|
|
2024
Q4 | $203K | Sell |
6,209
-903
| -13% | -$29.6K | 0.09% | 179 |
|
|
2024
Q3 | $278K | Buy |
7,112
+923
| +15% | +$36.1K | 0.12% | 153 |
|
|
2024
Q2 | $293K | Buy |
6,189
+746
| +14% | +$35.4K | 0.15% | 140 |
|
|
2024
Q1 | $273K | Buy |
+5,443
| New | +$273K | 0.15% | 145 |
|