Meridian Wealth Management’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,205
| Closed | -$517K | – | 636 |
|
|
2024
Q3 | $517K | Sell |
13,205
-791
| -6% | -$30.9K | 0.03% | 401 |
|
|
2024
Q2 | $663K | Buy |
+13,996
| New | +$663K | 0.08% | 150 |
|
|
2024
Q1 | – | Sell |
-61,379
| Closed | -$2.84M | – | 283 |
|
|
2023
Q4 | $2.84M | Sell |
61,379
-1,789
| -3% | -$82.9K | 0.18% | 131 |
|
|
2023
Q3 | $3.06M | Sell |
63,168
-1,718
| -3% | -$83.1K | 0.19% | 106 |
|
|
2023
Q2 | $3.14M | Sell |
64,886
-4,746
| -7% | -$229K | 0.26% | 77 |
|
|
2023
Q1 | $3.52M | Sell |
69,632
-7,476
| -10% | -$378K | 0.31% | 72 |
|
|
2022
Q4 | $4.74M | Sell |
77,108
-11,212
| -13% | -$690K | 0.46% | 45 |
|
|
2022
Q3 | $5.31M | Sell |
88,320
-1,011
| -1% | -$60.8K | 0.57% | 27 |
|
|
2022
Q2 | $4.92M | Buy |
89,331
+49,861
| +126% | +$2.75M | 0.4% | 57 |
|
|
2022
Q1 | $2.33M | Sell |
39,470
-1,624
| -4% | -$96K | 0.26% | 85 |
|
|
2021
Q4 | $1.81M | Buy |
41,094
+8,810
| +27% | +$388K | 0.19% | 99 |
|
|
2021
Q3 | $1.15M | Buy |
+32,284
| New | +$1.15M | 0.14% | 136 |
|