Principle Wealth Partners’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 | $295K | Sell |
9,280
-645
| -6% | -$20.5K | 0.02% | 309 |
|
|
2025
Q1 | $371K | Buy |
+9,925
| New | +$371K | 0.03% | 251 |
|
|
2023
Q2 | – | Sell |
-4,270
| Closed | -$216K | – | 325 |
|
|
2023
Q1 | $216K | Buy |
4,270
+690
| +19% | +$34.9K | 0.02% | 301 |
|
|
2022
Q4 | $220K | Hold |
3,580
| – | – | 0.03% | 292 |
|
|
2022
Q3 | $215 | Buy |
+3,580
| New | +$215 | 0.02% | 280 |
|