LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Hold |
3,835
| – | – | ﹤0.01% | 327 |
|
|
2025
Q1 | $119K | Hold |
3,835
| – | – | ﹤0.01% | 318 |
|
|
2024
Q4 | $135K | Hold |
3,835
| – | – | ﹤0.01% | 321 |
|
|
2024
Q3 | $152K | Hold |
3,835
| – | – | ﹤0.01% | 308 |
|
|
2024
Q2 | $185K | Hold |
3,835
| – | – | ﹤0.01% | 283 |
|
|
2024
Q1 | $200K | Hold |
3,835
| – | – | ﹤0.01% | 273 |
|
|
2023
Q4 | $161K | Hold |
3,835
| – | – | ﹤0.01% | 297 |
|
|
2023
Q3 | $181K | Sell |
3,835
-1,431
| -27% | -$67.6K | ﹤0.01% | 297 |
|
|
2023
Q2 | $255K | Buy |
5,266
+926
| +21% | +$44.8K | ﹤0.01% | 264 |
|
|
2023
Q1 | $220K | Hold |
4,340
| – | – | ﹤0.01% | 273 |
|
|
2022
Q4 | $267K | Hold |
4,340
| – | – | ﹤0.01% | 253 |
|
|
2022
Q3 | $261K | Hold |
4,340
| – | – | ﹤0.01% | 260 |
|
|
2022
Q2 | $239K | Hold |
4,340
| – | – | ﹤0.01% | 266 |
|
|
2022
Q1 | $257K | Hold |
4,340
| – | – | ﹤0.01% | 274 |
|
|
2021
Q4 | $191K | Hold |
4,340
| – | – | ﹤0.01% | 319 |
|
|
2021
Q3 | $154K | Sell |
4,340
-44
| -1% | -$1.56K | ﹤0.01% | 339 |
|
|
2021
Q2 | $128K | Buy |
+4,384
| New | +$128K | ﹤0.01% | 365 |
|
|
2021
Q1 | – | Sell |
-544
| Closed | -$9K | – | 416 |
|
|
2020
Q4 | $9K | Buy |
544
+44
| +9% | +$728 | ﹤0.01% | 582 |
|
|
2020
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 543 |
|
|
2020
Q2 | $6K | Hold |
500
| – | – | ﹤0.01% | 528 |
|
|
2020
Q1 | $3K | Sell |
500
-442
| -47% | -$2.65K | ﹤0.01% | 604 |
|
|
2019
Q4 | $24K | Hold |
942
| – | – | ﹤0.01% | 515 |
|
|
2019
Q3 | $23K | Hold |
942
| – | – | ﹤0.01% | 507 |
|
|
2019
Q2 | $27K | Hold |
942
| – | – | ﹤0.01% | 482 |
|
|
2019
Q1 | $30K | Hold |
942
| – | – | ﹤0.01% | 467 |
|
|
2018
Q4 | $21K | Hold |
942
| – | – | ﹤0.01% | 515 |
|
|
2018
Q3 | $38K | Hold |
942
| – | – | ﹤0.01% | 447 |
|
|
2018
Q2 | $41K | Hold |
942
| – | – | ﹤0.01% | 447 |
|
|
2018
Q1 | $30K | Hold |
942
| – | – | ﹤0.01% | 491 |
|
|
2017
Q4 | $39K | Hold |
942
| – | – | ﹤0.01% | 462 |
|
|
2017
Q3 | $35K | Hold |
942
| – | – | ﹤0.01% | 457 |
|
|
2017
Q2 | $31K | Hold |
942
| – | – | ﹤0.01% | 456 |
|
|
2017
Q1 | $39K | Hold |
942
| – | – | ﹤0.01% | 434 |
|
|
2016
Q4 | $43K | Sell |
942
-300
| -24% | -$13.7K | ﹤0.01% | 405 |
|
|
2016
Q3 | $55K | Sell |
1,242
-178
| -13% | -$7.88K | ﹤0.01% | 386 |
|
|
2016
Q2 | $51K | Hold |
1,420
| – | – | ﹤0.01% | 391 |
|
|
2016
Q1 | $39K | Sell |
1,420
-1,882
| -57% | -$51.7K | ﹤0.01% | 424 |
|
|
2015
Q4 | $106K | Sell |
3,302
-4,522
| -58% | -$145K | ﹤0.01% | 339 |
|
|
2015
Q3 | $465K | Hold |
7,824
| – | – | 0.01% | 205 |
|
|
2015
Q2 | $465K | Sell |
7,824
-6,000
| -43% | -$357K | 0.01% | 205 |
|
|
2015
Q1 | $834K | Buy |
13,824
+2,000
| +17% | +$121K | 0.02% | 167 |
|
|
2014
Q4 | $724K | Buy |
11,824
+9,000
| +319% | +$551K | 0.02% | 165 |
|
|
2014
Q3 | $193K | Hold |
2,824
| – | – | 0.01% | 275 |
|
|
2014
Q2 | $224K | Sell |
2,824
-4,150
| -60% | -$329K | 0.01% | 263 |
|
|
2014
Q1 | $467K | Sell |
6,974
-574
| -8% | -$38.4K | 0.01% | 193 |
|
|
2013
Q4 | $467K | Sell |
7,548
-4,130
| -35% | -$256K | 0.01% | 191 |
|
|
2013
Q3 | $675K | Sell |
11,678
-3,892
| -25% | -$225K | 0.02% | 166 |
|
|
2013
Q2 | $808K | Buy |
+15,570
| New | +$808K | 0.03% | 158 |
|