Mosaic Financial Group’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	-9,010	Closed	-$352K	–	130
2024 Q3	$352K	Buy	9,010 +896	+11%	+$35K	0.25%	75
2024 Q2	$385K	Buy	8,114 +1,553	+24%	+$73.7K	0.28%	70
2024 Q1	$329K	Buy	+6,561	New	+$329K	0.26%	79