Lake Street Private Wealth’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,025
| Closed | -$394K | – | 252 |
|
|
2024
Q4 | $394K | Sell |
12,025
-8,223
| -41% | -$269K | 0.06% | 171 |
|
|
2024
Q3 | $792K | Buy |
20,248
+2,268
| +13% | +$88.7K | 0.13% | 124 |
|
|
2024
Q2 | $852K | Sell |
17,980
-4,550
| -20% | -$216K | 0.11% | 161 |
|
|
2024
Q1 | $1.13M | Sell |
22,530
-4,290
| -16% | -$215K | 0.16% | 136 |
|
|
2023
Q4 | $1.21M | Sell |
26,820
-7,634
| -22% | -$346K | 0.19% | 119 |
|
|
2023
Q3 | $1.68M | Buy |
34,454
+95
| +0.3% | +$4.64K | 0.3% | 92 |
|
|
2023
Q2 | $1.66M | Buy |
34,359
+791
| +2% | +$38.2K | 0.29% | 97 |
|
|
2023
Q1 | $1.7M | Buy |
33,568
+12,100
| +56% | +$612K | 0.32% | 93 |
|
|
2022
Q4 | $1.32M | Buy |
21,468
+11,312
| +111% | +$696K | 0.27% | 103 |
|
|
2022
Q3 | $611K | Buy |
+10,156
| New | +$611K | 0.14% | 145 |
|