Summit Financial’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 | $845K | Sell |
26,574
-5,054
| -16% | -$161K | 0.02% | 447 |
|
|
2025
Q1 | $1.18M | Sell |
31,628
-531
| -2% | -$19.9K | 0.03% | 341 |
|
|
2024
Q4 | $1.05M | Buy |
32,159
+20,176
| +168% | +$660K | 0.04% | 306 |
|
|
2024
Q3 | $469K | Sell |
11,983
-24,145
| -67% | -$945K | 0.02% | 384 |
|
|
2024
Q2 | $1.71M | Buy |
36,128
+6,288
| +21% | +$298K | 0.08% | 170 |
|
|
2024
Q1 | $1.5M | Buy |
29,840
+1,428
| +5% | +$71.7K | 0.09% | 132 |
|
|
2023
Q4 | $1.29M | Sell |
28,412
-3,486
| -11% | -$158K | 0.08% | 149 |
|
|
2023
Q3 | $1.52M | Buy |
31,898
+25,763
| +420% | +$1.23M | 0.11% | 119 |
|
|
2023
Q2 | $297K | Buy |
+6,135
| New | +$297K | 0.02% | 277 |
|