Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Devon Energy DVN Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio DVN Stock Details DVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-71
Closed -$3.39K – 159
2023
Q3 		$3.39K Buy
+71
New +$3.58K ﹤0.01% 421
2021
Q3 		– Sell
-15,477
Closed -$452K – 60
2021
Q2 		$452K Buy
+15,477
New +$400K 0.14% 58

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Legacy Financial Group (Iowa)'s DVN Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Devon Energy (DVN) in Q4 2023, closing a stake of 71 shares — an estimated $3.39K sold.

Legacy Financial Group (Iowa) first reported a position in DVN in Q2 2021 and held it in 2 quarters. The position peaked at $452K in Q2 2021. 1,231 funds tracked by Wall St. Rank hold DVN as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Devon Energy position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 71 Devon Energy shares in Q4 2023, an estimated $3.39K.
  • Legacy Financial Group (Iowa) first reported a position in Devon Energy in Q2 2021 and held it in 2 quarters.
  • Legacy Financial Group (Iowa)'s Devon Energy position peaked at $452K in Q2 2021.
  • 1,231 funds tracked by Wall St. Rank held Devon Energy as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.