Summit Financial Wealth Advisors’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.05M | Buy |
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|
2024
Q2 | $3.55M | Sell |
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|
2024
Q1 | $4.05M | Buy |
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|
2023
Q4 | $3.5M | Sell |
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|
2023
Q3 | $3.52M | Sell |
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|
2023
Q2 | $3.96M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $9K | Hold |
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|
2015
Q2 | $14K | Hold |
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|
2015
Q1 | $16K | Hold |
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|
2014
Q4 | $15K | Buy |
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