NewEdge Wealth’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 |
-8,365
| Closed | -$313K | – | 977 |
|
|
2025
Q1 | $313K | Buy |
8,365
+1,211
| +17% | +$45.3K | 0.01% | 764 |
|
|
2024
Q4 | $234K | Sell |
7,154
-844
| -11% | -$27.6K | ﹤0.01% | 843 |
|
|
2024
Q3 | $313K | Buy |
7,998
+198
| +3% | +$7.75K | 0.01% | 716 |
|
|
2024
Q2 | $370K | Sell |
7,800
-243
| -3% | -$11.5K | 0.01% | 605 |
|
|
2024
Q1 | $405K | Buy |
8,043
+725
| +10% | +$36.5K | 0.01% | 605 |
|
|
2023
Q4 | $331K | Buy |
+7,318
| New | +$331K | 0.01% | 598 |
|
|
2023
Q3 | – | Sell |
-11,363
| Closed | -$549K | – | 652 |
|
|
2023
Q2 | $549K | Buy |
11,363
+1,329
| +13% | +$64.2K | 0.02% | 447 |
|
|
2023
Q1 | $508K | Buy |
10,034
+4,896
| +95% | +$248K | 0.02% | 408 |
|
|
2022
Q4 | $316K | Buy |
+5,138
| New | +$316K | 0.01% | 444 |
|