SkyOak Wealth’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,297
| Closed | -$246K | – | 266 |
|
|
2024
Q3 | $246K | Hold |
6,297
| – | – | 0.05% | 200 |
|
|
2024
Q2 | $298K | Buy |
6,297
+250
| +4% | +$11.9K | 0.07% | 175 |
|
|
2024
Q1 | $303K | Sell |
6,047
-10,000
| -62% | -$502K | 0.07% | 186 |
|
|
2023
Q4 | $727K | Sell |
16,047
-4,750
| -23% | -$215K | 0.19% | 93 |
|
|
2023
Q3 | $992K | Buy |
20,797
+5,050
| +32% | +$241K | 0.29% | 70 |
|
|
2023
Q2 | $761K | Buy |
15,747
+4,000
| +34% | +$193K | 0.22% | 89 |
|
|
2023
Q1 | $595K | Buy |
11,747
+500
| +4% | +$25.3K | 0.18% | 103 |
|
|
2022
Q4 | $692K | Sell |
11,247
-600
| -5% | -$36.9K | 0.23% | 91 |
|
|
2022
Q3 | $712K | Sell |
11,847
-993
| -8% | -$59.7K | 0.26% | 86 |
|
|
2022
Q2 | $708K | Sell |
12,840
-2,769
| -18% | -$153K | 0.24% | 93 |
|
|
2022
Q1 | $923K | Sell |
15,609
-20,956
| -57% | -$1.24M | 0.26% | 90 |
|
|
2021
Q4 | $1.61M | Buy |
36,565
+11,066
| +43% | +$488K | 0.41% | 67 |
|
|
2021
Q3 | $905K | Hold |
25,499
| – | – | 0.24% | 90 |
|
|
2021
Q2 | $744K | Buy |
+25,499
| New | +$744K | 0.2% | 99 |
|