Redwood Wealth Management Group’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 | $263K | Hold |
8,269
| – | – | 0.12% | 149 |
|
|
2025
Q1 | $309K | Buy |
8,269
+128
| +2% | +$4.79K | 0.16% | 120 |
|
|
2024
Q4 | $266K | Buy |
8,141
+309
| +4% | +$10.1K | 0.13% | 133 |
|
|
2024
Q3 | $306K | Sell |
7,832
-457
| -6% | -$17.9K | 0.15% | 126 |
|
|
2024
Q2 | $393K | Buy |
8,289
+377
| +5% | +$17.9K | 0.3% | 79 |
|
|
2024
Q1 | $397K | Buy |
7,912
+2,326
| +42% | +$117K | 0.42% | 72 |
|
|
2023
Q4 | $253K | Buy |
5,586
+860
| +18% | +$39K | 0.28% | 98 |
|
|
2023
Q3 | $225K | Buy |
4,726
+298
| +7% | +$14.2K | 0.26% | 106 |
|
|
2023
Q2 | $214K | Sell |
4,428
-119
| -3% | -$5.75K | 0.24% | 115 |
|
|
2023
Q1 | $230K | Buy |
4,547
+875
| +24% | +$44.3K | 0.26% | 113 |
|
|
2022
Q4 | $226K | Buy |
+3,672
| New | +$226K | 0.28% | 100 |
|