TWM
TCFG Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Sell |
18,559
-736
| -4% | -$23.4K | 0.27% | 103 |
|
|
2025
Q1 | $722K | Sell |
19,295
-689
| -3% | -$25.8K | 0.36% | 73 |
|
|
2024
Q4 | $654K | Sell |
19,984
-4,634
| -19% | -$152K | 0.33% | 80 |
|
|
2024
Q3 | $963K | Buy |
+24,618
| New | +$963K | 0.48% | 59 |
|