Kovitz Investment Group 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 | $1.84M | Sell |
57,989
-1,719
| -3% | -$54.7K | 0.01% | 642 |
|
|
2025
Q1 | $2.23M | Sell |
59,708
-2,157
| -3% | -$80.7K | 0.01% | 560 |
|
|
2024
Q4 | $2.02M | Buy |
61,865
+13,961
| +29% | +$457K | 0.01% | 564 |
|
|
2024
Q3 | $1.34M | Buy |
47,904
+15,891
| +50% | +$446K | 0.01% | 560 |
|
|
2024
Q2 | $1.52M | Buy |
32,013
+2,015
| +7% | +$95.5K | 0.01% | 466 |
|
|
2024
Q1 | $1.51M | Buy |
29,998
+1,581
| +6% | +$79.3K | 0.02% | 339 |
|
|
2023
Q4 | $1.29M | Buy |
+28,417
| New | +$1.29M | 0.02% | 265 |
|