Plan Group Financial’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	-5,607	Closed	-$210K	–	164
2025 Q1	$210K	Buy	+5,607	New	+$210K	0.07%	142
2023 Q3	–	Sell	-8,065	Closed	-$395K	–	78
2023 Q2	$395K	Buy	+8,065	New	+$395K	0.33%	43