Lee Financial’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-68
| Closed | -$3.08K | – | 349 |
|
|
2023
Q4 | $3.08K | Hold |
68
| – | – | ﹤0.01% | 650 |
|
|
2023
Q3 | $3.24K | Hold |
68
| – | – | ﹤0.01% | 586 |
|
|
2023
Q2 | $3.29K | Sell |
68
-316
| -82% | -$15.3K | ﹤0.01% | 568 |
|
|
2023
Q1 | $19.4K | Sell |
384
-203
| -35% | -$10.3K | ﹤0.01% | 312 |
|
|
2022
Q4 | $36.1K | Buy |
587
+50
| +9% | +$3.08K | 0.01% | 275 |
|
|
2022
Q3 | $33K | Buy |
537
+9
| +2% | +$553 | 0.01% | 279 |
|
|
2022
Q2 | $29K | Buy |
528
+85
| +19% | +$4.67K | 0.01% | 292 |
|
|
2022
Q1 | $27K | Sell |
443
-74
| -14% | -$4.51K | ﹤0.01% | 300 |
|
|
2021
Q4 | $23K | Buy |
517
+134
| +35% | +$5.96K | ﹤0.01% | 347 |
|
|
2021
Q3 | $14K | Buy |
383
+315
| +463% | +$11.5K | ﹤0.01% | 380 |
|
|
2021
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 561 |
|
|
2021
Q1 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 470 |
|
|
2020
Q2 | – | Sell |
-64
| Closed | – | – | 528 |
|
|
2020
Q1 | $0 | Hold |
64
| – | – | ﹤0.01% | 486 |
|
|
2019
Q4 | $2K | Hold |
64
| – | – | ﹤0.01% | 461 |
|
|
2019
Q3 | $2K | Hold |
64
| – | – | ﹤0.01% | 476 |
|
|
2019
Q2 | $2K | Hold |
64
| – | – | ﹤0.01% | 482 |
|
|
2019
Q1 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 469 |
|
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$32K | – | 791 |
|
|
2018
Q1 | $32K | Buy |
+1,000
| New | +$32K | 0.01% | 294 |
|
|
2017
Q1 | – | Sell |
-249
| Closed | -$10K | – | 413 |
|
|
2016
Q4 | $10K | Buy |
+249
| New | +$10K | 0.01% | 284 |
|