Lido 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
Q2 | $270K | Sell |
8,499
-27,347
| -76% | -$870K | ﹤0.01% | 1245 |
|
2025
Q1 | $1.34M | Buy |
35,846
+6,199
| +21% | +$232K | 0.01% | 621 |
|
2024
Q4 | $970K | Buy |
29,647
+1,136
| +4% | +$37.2K | ﹤0.01% | 718 |
|
2024
Q3 | $1.12M | Sell |
28,511
-2,407
| -8% | -$94.2K | 0.01% | 610 |
|
2024
Q2 | $1.47M | Buy |
30,918
+6,098
| +25% | +$289K | 0.01% | 494 |
|
2024
Q1 | $1.25M | Buy |
24,820
+8,522
| +52% | +$428K | 0.01% | 523 |
|
2023
Q4 | $738K | Buy |
16,298
+7,070
| +77% | +$320K | 0.01% | 656 |
|
2023
Q3 | $440K | Buy |
9,228
+1,039
| +13% | +$49.6K | ﹤0.01% | 705 |
|
2023
Q2 | $396K | Buy |
8,189
+76
| +0.9% | +$3.67K | ﹤0.01% | 730 |
|
2023
Q1 | $411K | Buy |
+8,113
| New | +$411K | ﹤0.01% | 685 |
|
2022
Q4 | – | Sell |
-5,963
| Closed | -$358K | – | 865 |
|
2022
Q3 | $358K | Buy |
+5,963
| New | +$358K | ﹤0.01% | 589 |
|