Mutual 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 | $400K | Buy |
12,137
+3,126
| +35% | +$103K | 0.01% | 877 |
|
|
2025
Q1 | $283K | Buy |
9,011
+263
| +3% | +$8.25K | 0.01% | 914 |
|
|
2024
Q4 | $336K | Sell |
8,748
-1,816
| -17% | -$69.8K | 0.01% | 852 |
|
|
2024
Q3 | $417K | Buy |
10,564
+817
| +8% | +$32.3K | 0.01% | 769 |
|
|
2024
Q2 | $445K | Sell |
9,747
-1,270
| -12% | -$58K | 0.01% | 748 |
|
|
2024
Q1 | $553K | Buy |
11,017
+3,011
| +38% | +$151K | 0.02% | 667 |
|
|
2023
Q4 | $363K | Buy |
+8,006
| New | +$363K | 0.01% | 755 |
|
|
2023
Q3 | – | Sell |
-23,315
| Closed | -$1.13M | – | 990 |
|
|
2023
Q2 | $1.13M | Sell |
23,315
-33,413
| -59% | -$1.62M | 0.04% | 399 |
|
|
2023
Q1 | $2.87M | Buy |
56,728
+7,216
| +15% | +$365K | 0.12% | 178 |
|
|
2022
Q4 | $3.05M | Sell |
49,512
-217
| -0.4% | -$13.3K | 0.14% | 160 |
|
|
2022
Q3 | $2.99M | Buy |
49,729
+2,260
| +5% | +$136K | 0.15% | 134 |
|
|
2022
Q2 | $2.62M | Sell |
47,469
-2,989
| -6% | -$165K | 0.17% | 141 |
|
|
2022
Q1 | $2.98M | Sell |
50,458
-6,070
| -11% | -$359K | 0.17% | 142 |
|
|
2021
Q4 | $2.49M | Buy |
56,528
+9,297
| +20% | +$410K | 0.13% | 188 |
|
|
2021
Q3 | $1.68M | Sell |
47,231
-27,410
| -37% | -$973K | 0.1% | 249 |
|
|
2021
Q2 | $2.18M | Buy |
74,641
+61,421
| +465% | +$1.79M | 0.13% | 202 |
|
|
2021
Q1 | $289K | Buy |
+13,220
| New | +$289K | 0.02% | 637 |
|