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Regal Investment Advisors’s Devon Energy DVN Stock Holding History

Regal Investment 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
2022
Q4 		– Sell
-3,550
Closed -$213K – 500
2022
Q3 		$213K Buy
+3,550
New +$221K 0.02% 432
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% +$61 ﹤0.01% 865
2014
Q4 		$3K Sell
56
-75
-57% -$4.55K ﹤0.01% 802
2014
Q3 		$9K Buy
131
+72
+122% +$5.35K ﹤0.01% 708
2014
Q2 		$5K Hold
59
– – ﹤0.01% 762
2014
Q1 		$4K Sell
59
-29
-33% -$1.8K ﹤0.01% 764
2013
Q4 		$5K Sell
88
-1
-1% -$61 ﹤0.01% 671
2013
Q3 		$5K Hold
89
– – ﹤0.01% 702
2013
Q2 		$5K Buy
+89
New +$4.96K ﹤0.01% 693

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State Street
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AWA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return