Optimum 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 | $47.7K | Hold |
1,500
| – | – | 0.02% | 350 |
|
|
2025
Q1 | $56.1K | Hold |
1,500
| – | – | 0.03% | 321 |
|
|
2024
Q4 | $49.1K | Hold |
1,500
| – | – | 0.02% | 342 |
|
|
2024
Q3 | $58.7K | Hold |
1,500
| – | – | 0.03% | 337 |
|
|
2024
Q2 | $71.1K | Hold |
1,500
| – | – | 0.03% | 315 |
|
|
2024
Q1 | $75.3K | Hold |
1,500
| – | – | 0.03% | 311 |
|
|
2023
Q4 | $68K | Hold |
1,500
| – | – | 0.03% | 313 |
|
|
2023
Q3 | $71.6K | Buy |
1,500
+300
| +25% | +$14.3K | 0.04% | 319 |
|
|
2023
Q2 | $58K | Hold |
1,200
| – | – | 0.03% | 357 |
|
|
2023
Q1 | $60.7K | Buy |
1,200
+150
| +14% | +$7.59K | 0.03% | 344 |
|
|
2022
Q4 | $64.6K | Buy |
1,050
+550
| +110% | +$33.8K | 0.04% | 341 |
|
|
2022
Q3 | $30K | Buy |
+500
| New | +$30K | 0.02% | 446 |
|
|
2015
Q1 | $21K | Hold |
340
| – | – | 0.01% | 673 |
|
|
2014
Q4 | $21K | Hold |
340
| – | – | 0.01% | 695 |
|
|
2014
Q3 | $23K | Hold |
340
| – | – | 0.01% | 614 |
|
|
2014
Q2 | $27K | Hold |
340
| – | – | 0.01% | 608 |
|
|
2014
Q1 | $23K | Hold |
340
| – | – | 0.01% | 493 |
|
|
2013
Q4 | $21K | Hold |
340
| – | – | 0.01% | 504 |
|
|
2013
Q3 | $20K | Buy |
+340
| New | +$20K | 0.01% | 495 |
|