Symphony Financial’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-8,007
| Closed | -$376K | – | 233 |
|
2024
Q2 | $376K | Buy |
8,007
+48
| +0.6% | +$2.26K | 0.07% | 148 |
|
2024
Q1 | $399K | Buy |
7,959
+19
| +0.2% | +$953 | 0.09% | 130 |
|
2023
Q4 | $331K | Buy |
7,940
+842
| +12% | +$35.1K | 0.07% | 160 |
|
2023
Q3 | $324K | Sell |
7,098
-1,772
| -20% | -$80.9K | 0.08% | 126 |
|
2023
Q2 | $429K | Buy |
8,870
+516
| +6% | +$25K | 0.11% | 129 |
|
2023
Q1 | $416K | Buy |
8,354
+474
| +6% | +$23.6K | 0.11% | 155 |
|
2022
Q4 | $464K | Sell |
7,880
-2,146
| -21% | -$126K | 0.12% | 144 |
|
2022
Q3 | $611K | Buy |
+10,026
| New | +$611K | 0.2% | 111 |
|