SWM
Segment Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
9,037
-460
| -5% | -$14.6K | 0.02% | 249 |
|
|
2025
Q1 | $355K | Buy |
9,497
+545
| +6% | +$20.4K | 0.02% | 223 |
|
|
2024
Q4 | $293K | Buy |
8,952
+385
| +4% | +$12.6K | 0.02% | 226 |
|
|
2024
Q3 | $335K | Buy |
8,567
+245
| +3% | +$9.58K | 0.02% | 214 |
|
|
2024
Q2 | $394K | Buy |
8,322
+170
| +2% | +$8.06K | 0.03% | 199 |
|
|
2024
Q1 | $409K | Buy |
8,152
+1,791
| +28% | +$89.9K | 0.03% | 194 |
|
|
2023
Q4 | $288K | Sell |
6,361
-206
| -3% | -$9.33K | 0.03% | 206 |
|
|
2023
Q3 | $313K | Hold |
6,567
| – | – | 0.03% | 182 |
|
|
2023
Q2 | $317K | Buy |
6,567
+1,262
| +24% | +$61K | 0.03% | 179 |
|
|
2023
Q1 | $268K | Hold |
5,305
| – | – | 0.03% | 181 |
|
|
2022
Q4 | $326K | Hold |
5,305
| – | – | 0.04% | 171 |
|
|
2022
Q3 | $319K | Sell |
5,305
-9,050
| -63% | -$544K | 0.04% | 179 |
|
|
2022
Q2 | $791K | Buy |
14,355
+9,050
| +171% | +$499K | 0.1% | 111 |
|
|
2022
Q1 | $314K | Hold |
5,305
| – | – | 0.03% | 207 |
|
|
2021
Q4 | $234K | Buy |
+5,305
| New | +$234K | 0.02% | 232 |
|