San Luis Wealth Advisors’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,756
| Closed | -$647K | – | 143 |
|
|
2024
Q4 | $647K | Buy |
19,756
+5,561
| +39% | +$182K | 0.12% | 89 |
|
|
2024
Q3 | $555K | Buy |
14,195
+8,086
| +132% | +$316K | 0.11% | 90 |
|
|
2024
Q2 | $290K | Buy |
6,109
+761
| +14% | +$36.1K | 0.07% | 99 |
|
|
2024
Q1 | $268K | Buy |
+5,348
| New | +$268K | 0.14% | 39 |
|
|
2023
Q4 | – | Sell |
-8,047
| Closed | -$384K | – | 68 |
|
|
2023
Q3 | $384K | Sell |
8,047
-8,834
| -52% | -$422K | 0.18% | 47 |
|
|
2023
Q2 | $816K | Buy |
16,881
+747
| +5% | +$36.1K | 0.29% | 82 |
|
|
2023
Q1 | $817K | Sell |
16,134
-2,450
| -13% | -$124K | 0.31% | 89 |
|
|
2022
Q4 | $1.14M | Buy |
18,584
+9,672
| +109% | +$595K | 1.07% | 27 |
|
|
2022
Q3 | $536K | Buy |
+8,912
| New | +$536K | 0.56% | 45 |
|
|
2022
Q2 | – | Sell |
-94
| Closed | -$4K | – | 170 |
|
|
2022
Q1 | $4K | Buy |
+94
| New | +$4K | ﹤0.01% | 407 |
|