Plante Moran Financial Advisors’s Devon Energy DVN Stock Holding History

Plante Moran Financial Advisors’s Portfolio DVN Stock Details DVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$21.4K	﹤0.01%	763
2024 Q2	$25.1K	Buy	530 +486	+1,105%	+$24.2K	﹤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%	-$75K	﹤0.01%	722
2022 Q3	$69K	Sell	1,144 -12	-1%	-$746	0.01%	262
2022 Q2	$64K	Buy	1,156 +982	+564%	+$64.1K	0.01%	282
2022 Q1	$10K	Hold	174	–	–	﹤0.01%	595
2021 Q4	$8K	Hold	174	–	–	﹤0.01%	717
2021 Q3	$6K	Buy	174 +44	+34%	+$1.25K	﹤0.01%	756
2021 Q2	$4K	Buy	+130	New	+$3.36K	﹤0.01%	810
2020 Q1	–	Sell	-27	Closed	-$1K	–	753
2019 Q4	$1K	Buy	+27	New	+$608	﹤0.01%	718
2019 Q1	–	Sell	-50	Closed	-$1K	–	811
2018 Q4	$1K	Buy	+50	New	+$1.54K	﹤0.01%	790
2018 Q2	–	Sell	-253	Closed	-$8K	–	850
2018 Q1	$8K	Hold	253	–	–	﹤0.01%	636
2017 Q4	$10K	Buy	253 +211	+502%	+$7.99K	0.01%	590
2017 Q3	$2K	Hold	42	–	–	﹤0.01%	718
2017 Q2	$1K	Sell	42 -367	-90%	-$13.4K	﹤0.01%	780
2017 Q1	$17K	Buy	409 +322	+370%	+$14.2K	0.01%	505
2016 Q4	$4K	Buy	87 +45	+107%	+$1.99K	﹤0.01%	748
2016 Q3	$2K	Sell	42 -88	-68%	-$3.57K	﹤0.01%	828
2016 Q2	$5K	Buy	+130	New	+$4.41K	﹤0.01%	624
2016 Q1	–	Sell	-198	Closed	-$6K	–	891
2015 Q4	$6K	Sell	198 -50	-20%	-$2.05K	﹤0.01%	671
2015 Q3	$9K	Sell	248 -952	-79%	-$43.7K	0.01%	493
2015 Q2	$71K	Hold	1,200	–	–	0.05%	241
2015 Q1	$72K	Hold	1,200	–	–	0.05%	232
2014 Q4	$73K	Buy	1,200 +1,100	+1,100%	+$66.7K	0.05%	223
2014 Q3	$7K	Buy	+100	New	+$7.44K	0.01%	613