SWA
SFMG Wealth Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
58,428
+2,199
| +4% | +$70K | 0.14% | 75 |
|
|
2025
Q1 | $2.1M | Sell |
56,229
-5,957
| -10% | -$223K | 0.17% | 69 |
|
|
2024
Q4 | $2.04M | Sell |
62,186
-2,685
| -4% | -$87.9K | 0.16% | 69 |
|
|
2024
Q3 | $2.54M | Buy |
64,871
+294
| +0.5% | +$11.5K | 0.21% | 58 |
|
|
2024
Q2 | $3.06M | Sell |
64,577
-41
| -0.1% | -$1.94K | 0.27% | 50 |
|
|
2024
Q1 | $3.24M | Sell |
64,618
-158
| -0.2% | -$7.93K | 0.28% | 51 |
|
|
2023
Q4 | $2.93M | Buy |
64,776
+16,653
| +35% | +$754K | 0.27% | 51 |
|
|
2023
Q3 | $2.3M | Sell |
48,123
-875
| -2% | -$41.7K | 0.24% | 57 |
|
|
2023
Q2 | $2.37M | Buy |
48,998
+8,122
| +20% | +$393K | 0.24% | 58 |
|
|
2023
Q1 | $2.07M | Buy |
40,876
+28,119
| +220% | +$1.42M | 0.22% | 63 |
|
|
2022
Q4 | $785K | Buy |
12,757
+560
| +5% | +$34.4K | 0.09% | 103 |
|
|
2022
Q3 | $846K | Buy |
12,197
+1,413
| +13% | +$98K | 0.1% | 94 |
|
|
2022
Q2 | $594K | Buy |
10,784
+47
| +0.4% | +$2.59K | 0.07% | 112 |
|
|
2022
Q1 | $635K | Buy |
10,737
+4,546
| +73% | +$269K | 0.06% | 123 |
|
|
2021
Q4 | $273K | Buy |
6,191
+379
| +7% | +$16.7K | 0.03% | 214 |
|
|
2021
Q3 | $206K | Buy |
+5,812
| New | +$206K | 0.02% | 236 |
|
|
2015
Q3 | – | Sell |
-3,428
| Closed | -$204K | – | 116 |
|
|
2015
Q2 | $204K | Sell |
3,428
-3,879
| -53% | -$231K | 0.05% | 110 |
|
|
2015
Q1 | $441K | Buy |
7,307
+3,880
| +113% | +$234K | 0.04% | 108 |
|
|
2014
Q4 | $210K | Hold |
3,427
| – | – | 0.05% | 112 |
|
|
2014
Q3 | $234K | Hold |
3,427
| – | – | 0.07% | 74 |
|
|
2014
Q2 | $272K | Hold |
3,427
| – | – | 0.09% | 64 |
|
|
2014
Q1 | $229K | Hold |
3,427
| – | – | 0.08% | 67 |
|
|
2013
Q4 | $212K | Buy |
+3,427
| New | +$212K | 0.07% | 70 |
|