Sagespring 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
Sell
-7,107
Closed -$266K 716
2025
Q1
$266K Sell
7,107
-3,646
-34% -$136K 0.01% 554
2024
Q4
$352K Buy
+10,753
New +$352K 0.01% 429