Moneta Group Investment 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 |
-9,532
| Closed | -$356K | – | 710 |
|
|
2025
Q1 | $356K | Buy |
+9,532
| New | +$356K | ﹤0.01% | 490 |
|
|
2023
Q2 | – | Sell |
-4,824
| Closed | -$244K | – | 551 |
|
|
2023
Q1 | $244K | Buy |
+4,824
| New | +$244K | 0.01% | 457 |
|
|
2018
Q1 | – | Sell |
-6
| Closed | – | – | 631 |
|
|
2017
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 480 |
|
|
2015
Q4 | – | Sell |
-30
| Closed | -$1K | – | 214 |
|
|
2015
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 513 |
|