Mark Sheptoff Financial Planning’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Sell |
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|
2025
Q1 | $780K | Buy |
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|
2024
Q4 | $27.6K | Hold |
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|
2024
Q3 | $27.6K | Sell |
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|
2024
Q2 | $47.9K | Buy |
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|
2024
Q1 | $50.6K | Buy |
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|
2023
Q4 | $45.5K | Buy |
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|
2023
Q3 | $47.6K | Sell |
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|
2023
Q2 | $72.2K | Sell |
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|
2023
Q1 | $480K | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $918K | Buy |
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|
2022
Q1 | $938K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $24K | Sell |
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|
2014
Q4 | $257K | Sell |
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|
2014
Q3 | $1.2M | Buy |
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|
2014
Q2 | $1.34M | Buy |
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|
2014
Q1 | $1.07M | Buy |
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