Sugarloaf Wealth Management’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 | $514K | Buy |
15,717
+9,648
| +159% | +$316K | 0.1% | 93 |
|
|
2024
Q3 | $237K | Buy |
6,069
+2,181
| +56% | +$85.3K | 0.04% | 136 |
|
|
2024
Q2 | $184K | Sell |
3,888
-515
| -12% | -$24.4K | 0.04% | 155 |
|
|
2024
Q1 | $221K | Sell |
4,403
-2,453
| -36% | -$123K | 0.05% | 135 |
|
|
2023
Q4 | $311K | Buy |
6,856
+6,799
| +11,928% | +$308K | 0.07% | 103 |
|
|
2023
Q3 | $2.72K | Sell |
57
-4,655
| -99% | -$222K | ﹤0.01% | 585 |
|
|
2023
Q2 | $228K | Buy |
4,712
+3,791
| +412% | +$183K | 0.05% | 117 |
|
|
2023
Q1 | $46.7K | Buy |
921
+93
| +11% | +$4.71K | 0.01% | 300 |
|
|
2022
Q4 | $50.9K | Sell |
828
-2,589
| -76% | -$159K | 0.01% | 280 |
|
|
2022
Q3 | $206K | Buy |
3,417
+439
| +15% | +$26.5K | 0.05% | 117 |
|
|
2022
Q2 | $164K | Buy |
+2,978
| New | +$164K | 0.04% | 139 |
|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$36K | – | 750 |
|
|
2021
Q3 | $36K | Buy |
1,000
+735
| +277% | +$26.5K | 0.01% | 323 |
|
|
2021
Q2 | $8K | Buy |
+265
| New | +$8K | ﹤0.01% | 518 |
|