Pinnacle Wealth Planning Services’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 | $214K | Buy |
+6,718
| New | +$214K | 0.03% | 402 |
|
|
2024
Q4 | – | Sell |
-5,621
| Closed | -$220K | – | 436 |
|
|
2024
Q3 | $220K | Hold |
5,621
| – | – | 0.03% | 428 |
|
|
2024
Q2 | $266K | Hold |
5,621
| – | – | 0.04% | 318 |
|
|
2024
Q1 | $282K | Sell |
5,621
-165
| -3% | -$8.28K | 0.04% | 316 |
|
|
2023
Q4 | $262K | Buy |
5,786
+65
| +1% | +$2.95K | 0.04% | 310 |
|
|
2023
Q3 | $273K | Sell |
5,721
-13
| -0.2% | -$620 | 0.05% | 274 |
|
|
2023
Q2 | $277K | Sell |
5,734
-103
| -2% | -$4.98K | 0.04% | 280 |
|
|
2023
Q1 | $295K | Sell |
5,837
-199
| -3% | -$10.1K | 0.05% | 272 |
|
|
2022
Q4 | $371K | Sell |
6,036
-71
| -1% | -$4.37K | 0.07% | 215 |
|
|
2022
Q3 | $367K | Sell |
6,107
-9
| -0.1% | -$541 | 0.07% | 192 |
|
|
2022
Q2 | $337K | Sell |
6,116
-210
| -3% | -$11.6K | 0.06% | 219 |
|
|
2022
Q1 | $374K | Sell |
6,326
-75
| -1% | -$4.43K | 0.07% | 221 |
|
|
2021
Q4 | $281K | Sell |
6,401
-54
| -0.8% | -$2.37K | 0.05% | 266 |
|
|
2021
Q3 | $229K | Buy |
+6,455
| New | +$229K | 0.05% | 296 |
|
|
2021
Q1 | – | Sell |
-6,468
| Closed | -$102K | – | 791 |
|
|
2020
Q4 | $102K | Buy |
+6,468
| New | +$102K | 0.02% | 459 |
|