KMG Fiduciary Partners’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 | $1.67M | Sell |
52,510
-51,147
| -49% | -$1.63M | 0.12% | 151 |
|
|
2025
Q1 | $3.88M | Buy |
103,657
+8,671
| +9% | +$324K | 0.32% | 78 |
|
|
2024
Q4 | $3.11M | Buy |
94,986
+59,086
| +165% | +$1.93M | 0.26% | 92 |
|
|
2024
Q3 | $1.4M | Buy |
35,900
+1,613
| +5% | +$63.1K | 0.12% | 149 |
|
|
2024
Q2 | $1.63M | Buy |
34,287
+1,377
| +4% | +$65.3K | 0.16% | 112 |
|
|
2024
Q1 | $1.65M | Buy |
32,910
+2,078
| +7% | +$104K | 0.17% | 109 |
|
|
2023
Q4 | $1.4M | Buy |
30,832
+962
| +3% | +$43.6K | 0.16% | 124 |
|
|
2023
Q3 | $1.42M | Sell |
29,870
-1,842
| -6% | -$87.9K | 0.19% | 118 |
|
|
2023
Q2 | $1.53M | Buy |
31,712
+2,857
| +10% | +$138K | 0.2% | 117 |
|
|
2023
Q1 | $1.46M | Buy |
+28,855
| New | +$1.46M | 0.21% | 118 |
|