LWMI
Legacy Wealth Management (Idaho)’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66K | Sell |
2,075
-303,837
| -99% | -$9.66M | 0.03% | 131 |
|
|
2025
Q1 | $11.4M | Sell |
305,912
-3,557
| -1% | -$133K | 8.09% | 1 |
|
|
2024
Q4 | $10.3M | Buy |
309,469
+104,857
| +51% | +$3.48M | 6.56% | 3 |
|
|
2024
Q3 | $8M | Buy |
+204,612
| New | +$8M | 4.67% | 7 |
|