SMA
Sage Mountain Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,930
| Closed | -$222K | – | 510 |
|
|
2025
Q1 | $222K | Buy |
+5,930
| New | +$222K | 0.02% | 358 |
|
|
2024
Q3 | – | Sell |
-4,221
| Closed | -$200K | – | 491 |
|
|
2024
Q2 | $200K | Buy |
+4,221
| New | +$200K | 0.02% | 336 |
|
|
2023
Q4 | – | Sell |
-4,206
| Closed | -$201K | – | 362 |
|
|
2023
Q3 | $201K | Buy |
+4,206
| New | +$201K | 0.03% | 255 |
|