Mount Yale 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	$34.3K	Buy	+1,078	New	+$34.3K	﹤0.01%	922
2023 Q1	–	Sell	-6,825	Closed	-$420K	–	491
2022 Q4	$420K	Buy	6,825 +13	+0.2%	+$800	0.05%	298
2022 Q3	$410K	Buy	6,812 +695	+11%	+$41.8K	0.05%	297
2022 Q2	$337K	Buy	+6,117	New	+$337K	0.04%	331