LWM
Lodestone Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Sell |
22,072
-4,280
| -16% | -$136K | 0.34% | 74 |
|
|
2025
Q1 | $986K | Buy |
26,352
+8,806
| +50% | +$329K | 0.52% | 59 |
|
|
2024
Q4 | $574K | Sell |
17,546
-22,992
| -57% | -$753K | 0.29% | 83 |
|
|
2024
Q3 | $1.59M | Buy |
40,538
+7,433
| +22% | +$291K | 0.79% | 48 |
|
|
2024
Q2 | $1.57M | Buy |
33,105
+10,089
| +44% | +$478K | 0.83% | 47 |
|
|
2024
Q1 | $1.15M | Sell |
23,016
-7,640
| -25% | -$383K | 0.61% | 55 |
|
|
2023
Q4 | $1.39M | Buy |
30,656
+2,292
| +8% | +$104K | 0.8% | 46 |
|
|
2023
Q3 | $1.35M | Buy |
28,364
+4,802
| +20% | +$229K | 0.95% | 42 |
|
|
2023
Q2 | $1.14M | Buy |
23,562
+14,409
| +157% | +$697K | 0.78% | 45 |
|
|
2023
Q1 | $415K | Buy |
+9,153
| New | +$415K | 0.32% | 80 |
|