Plante Moran Financial 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 | – | Sell |
-44
| Closed | -$1.65K | – | 799 |
|
|
2025
Q1 | $1.65K | Hold |
44
| – | – | ﹤0.01% | 700 |
|
|
2024
Q4 | $1.44K | Hold |
44
| – | – | ﹤0.01% | 801 |
|
|
2024
Q3 | $1.72K | Sell |
44
-486
| -92% | -$19K | ﹤0.01% | 763 |
|
|
2024
Q2 | $25.1K | Buy |
530
+486
| +1,105% | +$23K | ﹤0.01% | 442 |
|
|
2024
Q1 | $2.21K | Hold |
44
| – | – | ﹤0.01% | 761 |
|
|
2023
Q4 | $1.99K | Hold |
44
| – | – | ﹤0.01% | 722 |
|
|
2023
Q3 | $2.1K | Hold |
44
| – | – | ﹤0.01% | 657 |
|
|
2023
Q2 | $2.13K | Hold |
44
| – | – | ﹤0.01% | 690 |
|
|
2023
Q1 | $2.23K | Hold |
44
| – | – | ﹤0.01% | 698 |
|
|
2022
Q4 | $2.71K | Sell |
44
-1,100
| -96% | -$67.7K | ﹤0.01% | 722 |
|
|
2022
Q3 | $69K | Sell |
1,144
-12
| -1% | -$724 | 0.01% | 262 |
|
|
2022
Q2 | $64K | Buy |
1,156
+982
| +564% | +$54.4K | 0.01% | 281 |
|
|
2022
Q1 | $10K | Hold |
174
| – | – | ﹤0.01% | 595 |
|
|
2021
Q4 | $8K | Hold |
174
| – | – | ﹤0.01% | 717 |
|
|
2021
Q3 | $6K | Buy |
174
+44
| +34% | +$1.52K | ﹤0.01% | 756 |
|
|
2021
Q2 | $4K | Buy |
+130
| New | +$4K | ﹤0.01% | 810 |
|
|
2020
Q1 | – | Sell |
-27
| Closed | -$1K | – | 752 |
|
|
2019
Q4 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 717 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | -$1K | – | 809 |
|
|
2018
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 788 |
|
|
2018
Q2 | – | Sell |
-253
| Closed | -$8K | – | 848 |
|
|
2018
Q1 | $8K | Hold |
253
| – | – | ﹤0.01% | 634 |
|
|
2017
Q4 | $10K | Buy |
253
+211
| +502% | +$8.34K | 0.01% | 590 |
|
|
2017
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 718 |
|
|
2017
Q2 | $1K | Sell |
42
-367
| -90% | -$8.74K | ﹤0.01% | 780 |
|
|
2017
Q1 | $17K | Buy |
409
+322
| +370% | +$13.4K | 0.01% | 504 |
|
|
2016
Q4 | $4K | Buy |
87
+45
| +107% | +$2.07K | ﹤0.01% | 747 |
|
|
2016
Q3 | $2K | Sell |
42
-88
| -68% | -$4.19K | ﹤0.01% | 827 |
|
|
2016
Q2 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 622 |
|
|
2016
Q1 | – | Sell |
-198
| Closed | -$6K | – | 891 |
|
|
2015
Q4 | $6K | Sell |
198
-50
| -20% | -$1.52K | ﹤0.01% | 671 |
|
|
2015
Q3 | $9K | Sell |
248
-952
| -79% | -$34.5K | 0.01% | 492 |
|
|
2015
Q2 | $71K | Hold |
1,200
| – | – | 0.05% | 240 |
|
|
2015
Q1 | $72K | Hold |
1,200
| – | – | 0.05% | 232 |
|
|
2014
Q4 | $73K | Buy |
1,200
+1,100
| +1,100% | +$66.9K | 0.05% | 223 |
|
|
2014
Q3 | $7K | Buy |
+100
| New | +$7K | 0.01% | 613 |
|