Montag & Associates’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
Q3
$5.89K Buy
2025
Q2
$4.04K Sell
2025
Q1
$41K Hold
2024
Q4
$35.9K Sell
2024
Q3
$46.9K Buy
2024
Q2
$52K Hold
2024
Q1
$55K Hold
2023
Q4
$49.7K Sell
2023
Q3
$57.2K Sell
2023
Q2
$152K Hold
2023
Q1
$159K Buy
2022
Q4
$73.8K Hold
2022
Q3
$72K Buy
2015
Q4
Sell
2015
Q3
$433K Sell
2015
Q2
$1.17M Sell
2015
Q1
$1.96M Buy