SFWA
Summit Financial Wealth Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-78,053
| Closed | -$3.05M | – | 152 |
|
|
2024
Q3 | $3.05M | Buy |
78,053
+3,145
| +4% | +$123K | 0.57% | 37 |
|
|
2024
Q2 | $3.55M | Sell |
74,908
-5,895
| -7% | -$279K | 0.72% | 30 |
|
|
2024
Q1 | $4.05M | Buy |
80,803
+3,646
| +5% | +$183K | 0.82% | 29 |
|
|
2023
Q4 | $3.5M | Sell |
77,157
-500
| -0.6% | -$22.7K | 0.79% | 30 |
|
|
2023
Q3 | $3.52M | Sell |
77,657
-4,270
| -5% | -$193K | 0.86% | 29 |
|
|
2023
Q2 | $3.96M | Buy |
+81,927
| New | +$3.96M | 0.92% | 27 |
|
|
2015
Q4 | – | Sell |
-250
| Closed | -$9K | – | 141 |
|
|
2015
Q3 | $9K | Hold |
250
| – | – | 0.01% | 189 |
|
|
2015
Q2 | $14K | Hold |
250
| – | – | 0.01% | 214 |
|
|
2015
Q1 | $16K | Hold |
250
| – | – | 0.01% | 179 |
|
|
2014
Q4 | $15K | Buy |
+250
| New | +$15K | 0.01% | 180 |
|