Stonegate Investment Group’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,020
Closed -$225K 443
2025
Q1
$225K Sell
6,020
-3,825
-39% -$143K 0.01% 313
2024
Q4
$322K Sell
9,845
-4,911
-33% -$161K 0.01% 258
2024
Q3
$577K Buy
14,756
+11
+0.1% +$430 0.02% 210
2024
Q2
$699K Sell
14,745
-1,481
-9% -$70.2K 0.02% 193
2024
Q1
$814K Sell
16,226
-21,156
-57% -$1.06M 0.03% 181
2023
Q4
$1.69M Sell
37,382
-5,498
-13% -$249K 0.06% 128
2023
Q3
$2.05M Sell
42,880
-499
-1% -$23.8K 0.07% 104
2023
Q2
$2.1M Buy
+43,379
New +$2.1M 0.07% 111