SWA
Sutton Wealth Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $26.8K | Sell |
562
-67
| -11% | -$3.2K | 0.01% | 316 |
|
|
2023
Q2 | $30.4K | Buy |
629
+182
| +41% | +$8.8K | 0.01% | 288 |
|
|
2023
Q1 | $22.6K | Sell |
447
-82
| -16% | -$4.15K | 0.01% | 296 |
|
|
2022
Q4 | $32.5K | Sell |
529
-19
| -3% | -$1.17K | 0.01% | 520 |
|
|
2022
Q3 | $33K | Buy |
548
+113
| +26% | +$6.8K | 0.01% | 496 |
|
|
2022
Q2 | $24K | Sell |
435
-47
| -10% | -$2.59K | 0.01% | 608 |
|
|
2022
Q1 | $28.5K | Buy |
482
+22
| +5% | +$1.3K | 0.01% | 592 |
|
|
2021
Q4 | $20.3K | Sell |
460
-135
| -23% | -$5.95K | 0.01% | 695 |
|
|
2021
Q3 | $21.1K | Buy |
595
+5
| +0.8% | +$178 | 0.01% | 672 |
|
|
2021
Q2 | $17.2K | Hold |
590
| – | – | 0.01% | 748 |
|
|
2021
Q1 | $12.9K | Buy |
590
+176
| +43% | +$3.85K | 0.01% | 800 |
|
|
2020
Q4 | $6.55K | Sell |
414
-146
| -26% | -$2.31K | ﹤0.01% | 919 |
|
|
2020
Q3 | $5.3K | Hold |
560
| – | – | ﹤0.01% | 913 |
|
|
2020
Q2 | $6.35K | Buy |
+560
| New | +$6.35K | ﹤0.01% | 812 |
|
|
2020
Q1 | – | Sell |
-69
| Closed | -$1.79K | – | 1221 |
|
|
2019
Q4 | $1.79K | Buy |
69
+38
| +123% | +$987 | ﹤0.01% | 1071 |
|
|
2019
Q3 | $746 | Sell |
31
-22
| -42% | -$529 | ﹤0.01% | 1132 |
|
|
2019
Q2 | $1.51K | Buy |
53
+29
| +121% | +$827 | ﹤0.01% | 1077 |
|
|
2019
Q1 | $757 | Sell |
24
-20
| -45% | -$631 | ﹤0.01% | 1130 |
|
|
2018
Q4 | $992 | Sell |
44
-21
| -32% | -$473 | ﹤0.01% | 1039 |
|
|
2018
Q3 | $2.6K | Hold |
65
| – | – | ﹤0.01% | 976 |
|
|
2018
Q2 | $2.86K | Hold |
65
| – | – | ﹤0.01% | 981 |
|
|
2018
Q1 | $2.07K | Sell |
65
-301
| -82% | -$9.57K | ﹤0.01% | 1001 |
|
|
2017
Q4 | $15.2K | Hold |
366
| – | – | 0.01% | 655 |
|
|
2017
Q3 | $13.4K | Buy |
366
+42
| +13% | +$1.54K | 0.01% | 683 |
|
|
2017
Q2 | $10.4K | Sell |
324
-26
| -7% | -$831 | 0.01% | 741 |
|
|
2017
Q1 | $14.6K | Hold |
350
| – | – | 0.01% | 617 |
|
|
2016
Q4 | $16K | Hold |
350
| – | – | 0.01% | 564 |
|
|
2016
Q3 | $15.4K | Buy |
350
+26
| +8% | +$1.15K | 0.01% | 537 |
|
|
2016
Q2 | $11.7K | Buy |
324
+248
| +326% | +$8.99K | 0.01% | 582 |
|
|
2016
Q1 | $2.09K | Buy |
+76
| New | +$2.09K | ﹤0.01% | 872 |
|