KWM
Kingsview Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Sell |
17,577
-29,165
| -62% | -$928K | 0.01% | 734 |
|
|
2025
Q1 | $1.75M | Buy |
46,742
+15,712
| +51% | +$588K | 0.03% | 414 |
|
|
2024
Q4 | $1.02M | Sell |
31,030
-1,131
| -4% | -$37K | 0.02% | 543 |
|
|
2024
Q3 | $1.26M | Sell |
32,161
-6,214
| -16% | -$243K | 0.03% | 481 |
|
|
2024
Q2 | $1.82M | Sell |
38,375
-774
| -2% | -$36.7K | 0.04% | 373 |
|
|
2024
Q1 | $1.96M | Buy |
39,149
+13,961
| +55% | +$701K | 0.05% | 348 |
|
|
2023
Q4 | $1.14M | Sell |
25,188
-67,228
| -73% | -$3.05M | 0.03% | 433 |
|
|
2023
Q3 | $4.41M | Buy |
92,416
+70,835
| +328% | +$3.38M | 0.16% | 150 |
|
|
2023
Q2 | $1.04M | Sell |
21,581
-17,640
| -45% | -$853K | 0.04% | 394 |
|
|
2023
Q1 | $1.98M | Buy |
39,221
+11,990
| +44% | +$607K | 0.08% | 241 |
|
|
2022
Q4 | $1.67M | Buy |
27,231
+4,872
| +22% | +$300K | 0.07% | 253 |
|
|
2022
Q3 | $1.34M | Sell |
22,359
-26,387
| -54% | -$1.59M | 0.06% | 275 |
|
|
2022
Q2 | $2.69M | Buy |
48,746
+15,640
| +47% | +$862K | 0.13% | 177 |
|
|
2022
Q1 | $1.96M | Buy |
+33,106
| New | +$1.96M | 0.09% | 247 |
|
|
2021
Q4 | – | Sell |
-9,479
| Closed | -$337K | – | 908 |
|
|
2021
Q3 | $337K | Sell |
9,479
-8,777
| -48% | -$312K | 0.02% | 653 |
|
|
2021
Q2 | $547K | Buy |
+18,256
| New | +$547K | 0.03% | 538 |
|
|
2017
Q2 | – | Sell |
-11,571
| Closed | -$483K | – | 267 |
|
|
2017
Q1 | $483K | Buy |
+11,571
| New | +$483K | 0.29% | 119 |
|