LGT Financial Advisors’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 |
-223
| Closed | -$7.3K | – | 424 |
|
|
2024
Q4 | $7.3K | Hold |
223
| – | – | 0.02% | 490 |
|
|
2024
Q3 | $8.72K | Hold |
223
| – | – | 0.02% | 444 |
|
|
2024
Q2 | $10.6K | Hold |
223
| – | – | 0.02% | 462 |
|
|
2024
Q1 | $11.2K | Hold |
223
| – | – | 0.01% | 474 |
|
|
2023
Q4 | $10.1K | Hold |
223
| – | – | 0.01% | 485 |
|
|
2023
Q3 | $10.6K | Buy |
+223
| New | +$10.6K | 0.01% | 467 |
|