Kingswood Wealth 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 | $1.21M | Buy |
38,191
+2,369
| +7% | +$75.4K | 0.1% | 227 |
|
|
2025
Q1 | $1.34M | Sell |
35,822
-2,202
| -6% | -$82.4K | 0.12% | 198 |
|
|
2024
Q4 | $1.24M | Sell |
38,024
-4,079
| -10% | -$134K | 0.09% | 228 |
|
|
2024
Q3 | $1.65M | Buy |
42,103
+8,831
| +27% | +$345K | 0.12% | 200 |
|
|
2024
Q2 | $1.58M | Buy |
33,272
+20,452
| +160% | +$969K | 0.14% | 148 |
|
|
2024
Q1 | $643K | Sell |
12,820
-25,963
| -67% | -$1.3M | 0.07% | 285 |
|
|
2023
Q4 | $1.76M | Buy |
38,783
+12,066
| +45% | +$547K | 0.2% | 119 |
|
|
2023
Q3 | $1.27M | Sell |
26,717
-2,238
| -8% | -$107K | 0.22% | 118 |
|
|
2023
Q2 | $1.4M | Buy |
+28,955
| New | +$1.4M | 0.45% | 52 |
|