OneDigital 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 | $391K | Sell |
12,302
-614
| -5% | -$19.5K | ﹤0.01% | 1012 |
|
|
2025
Q1 | $483K | Sell |
12,916
-1,033
| -7% | -$38.6K | 0.01% | 872 |
|
|
2024
Q4 | $457K | Sell |
13,949
-7,085
| -34% | -$232K | 0.01% | 924 |
|
|
2024
Q3 | $823K | Sell |
21,034
-49
| -0.2% | -$1.92K | 0.01% | 732 |
|
|
2024
Q2 | $999K | Buy |
21,083
+8,559
| +68% | +$406K | 0.01% | 623 |
|
|
2024
Q1 | $628K | Sell |
12,524
-5,170
| -29% | -$259K | 0.01% | 663 |
|
|
2023
Q4 | $802K | Sell |
17,694
-557
| -3% | -$25.2K | 0.01% | 548 |
|
|
2023
Q3 | $871K | Buy |
18,251
+3,410
| +23% | +$163K | 0.02% | 460 |
|
|
2023
Q2 | $717K | Sell |
14,841
-2,621
| -15% | -$127K | 0.02% | 503 |
|
|
2023
Q1 | $884K | Buy |
17,462
+2,175
| +14% | +$110K | 0.02% | 424 |
|
|
2022
Q4 | $940K | Sell |
15,287
-3,236
| -17% | -$199K | 0.03% | 366 |
|
|
2022
Q3 | $1.11M | Sell |
18,523
-637
| -3% | -$38.3K | 0.04% | 266 |
|
|
2022
Q2 | $1.06M | Buy |
19,160
+5,667
| +42% | +$312K | 0.05% | 246 |
|
|
2022
Q1 | $798K | Buy |
13,493
+2,227
| +20% | +$132K | 0.03% | 323 |
|
|
2021
Q4 | $496K | Buy |
11,266
+82
| +0.7% | +$3.61K | 0.02% | 436 |
|
|
2021
Q3 | $397K | Buy |
+11,184
| New | +$397K | 0.02% | 480 |
|
|
2019
Q3 | – | Sell |
-1,822
| Closed | -$52K | – | 662 |
|
|
2019
Q2 | $52K | Buy |
1,822
+1,800
| +8,182% | +$51.4K | ﹤0.01% | 562 |
|
|
2019
Q1 | $1K | Sell |
22
-461
| -95% | -$21K | ﹤0.01% | 1082 |
|
|
2018
Q4 | $11K | Buy |
483
+2
| +0.4% | +$46 | ﹤0.01% | 830 |
|
|
2018
Q3 | $19K | Buy |
481
+1
| +0.2% | +$40 | ﹤0.01% | 682 |
|
|
2018
Q2 | $21K | Buy |
480
+250
| +109% | +$10.9K | ﹤0.01% | 787 |
|
|
2018
Q1 | $7K | Hold |
230
| – | – | ﹤0.01% | 1098 |
|
|
2017
Q4 | $10K | Buy |
230
+1
| +0.4% | +$43 | ﹤0.01% | 964 |
|
|
2017
Q3 | $8K | Sell |
229
-21
| -8% | -$734 | ﹤0.01% | 835 |
|
|
2017
Q2 | $8K | Buy |
+250
| New | +$8K | ﹤0.01% | 978 |
|