Meridian Wealth 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 | – | Sell |
-9,118
| Closed | -$341K | – | 181 |
|
|
2025
Q1 | $341K | Sell |
9,118
-360
| -4% | -$13.5K | 0.06% | 137 |
|
|
2024
Q4 | $310K | Sell |
9,478
-76,759
| -89% | -$2.51M | 0.05% | 143 |
|
|
2024
Q3 | $3.37M | Buy |
86,237
+3,048
| +4% | +$119K | 0.56% | 45 |
|
|
2024
Q2 | $3.94M | Buy |
83,189
+2,566
| +3% | +$122K | 0.7% | 37 |
|
|
2024
Q1 | $4.05M | Buy |
80,623
+7,171
| +10% | +$360K | 0.76% | 38 |
|
|
2023
Q4 | $3.33M | Buy |
73,452
+2,488
| +4% | +$113K | 0.73% | 39 |
|
|
2023
Q3 | $3.39M | Buy |
70,964
+3,137
| +5% | +$150K | 0.85% | 33 |
|
|
2023
Q2 | $3.28M | Sell |
67,827
-4,812
| -7% | -$233K | 0.79% | 33 |
|
|
2023
Q1 | $3.68M | Sell |
72,639
-13,616
| -16% | -$689K | 0.92% | 26 |
|
|
2022
Q4 | $5.31M | Buy |
86,255
+453
| +0.5% | +$27.9K | 1.37% | 16 |
|
|
2022
Q3 | $5.16M | Sell |
85,802
-447
| -0.5% | -$26.9K | 1.45% | 13 |
|
|
2022
Q2 | $4.75M | Buy |
86,249
+1,851
| +2% | +$102K | 1.26% | 17 |
|
|
2022
Q1 | $4.99M | Buy |
84,398
+1,482
| +2% | +$87.6K | 1.16% | 19 |
|
|
2021
Q4 | $3.65M | Buy |
82,916
+5,493
| +7% | +$242K | 0.89% | 25 |
|
|
2021
Q3 | $2.75M | Buy |
+77,423
| New | +$2.75M | 0.77% | 31 |
|