Soltis Investment Advisors’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,032
| Closed | -$303K | – | 333 |
|
|
2024
Q1 | $303K | Sell |
6,032
-15
| -0.2% | -$753 | 0.03% | 244 |
|
|
2023
Q4 | $274K | Buy |
+6,047
| New | +$274K | 0.03% | 243 |
|
|
2023
Q1 | – | Sell |
-38,439
| Closed | -$2.36M | – | 264 |
|
|
2022
Q4 | $2.36M | Buy |
38,439
+1,381
| +4% | +$84.9K | 0.31% | 89 |
|
|
2022
Q3 | $2.23M | Sell |
37,058
-73
| -0.2% | -$4.39K | 0.34% | 78 |
|
|
2022
Q2 | $2.05M | Buy |
37,131
+3,173
| +9% | +$175K | 0.3% | 82 |
|
|
2022
Q1 | $2.01M | Buy |
+33,958
| New | +$2.01M | 0.28% | 82 |
|