Regal Investment Advisors’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,550
| Closed | -$213K | – | 497 |
|
|
2022
Q3 | $213K | Buy |
+3,550
| New | +$213K | 0.02% | 431 |
|
|
2015
Q4 | – | Sell |
-57
| Closed | -$2K | – | 425 |
|
|
2015
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 928 |
|
|
2015
Q2 | $3K | Hold |
57
| – | – | ﹤0.01% | 803 |
|
|
2015
Q1 | $3K | Buy |
57
+1
| +2% | +$53 | ﹤0.01% | 865 |
|
|
2014
Q4 | $3K | Sell |
56
-75
| -57% | -$4.02K | ﹤0.01% | 802 |
|
|
2014
Q3 | $9K | Buy |
131
+72
| +122% | +$4.95K | ﹤0.01% | 708 |
|
|
2014
Q2 | $5K | Hold |
59
| – | – | ﹤0.01% | 762 |
|
|
2014
Q1 | $4K | Sell |
59
-29
| -33% | -$1.97K | ﹤0.01% | 764 |
|
|
2013
Q4 | $5K | Sell |
88
-1
| -1% | -$57 | ﹤0.01% | 671 |
|
|
2013
Q3 | $5K | Hold |
89
| – | – | ﹤0.01% | 702 |
|
|
2013
Q2 | $5K | Buy |
+89
| New | +$5K | ﹤0.01% | 693 |
|