Trajan Wealth’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 | $232K | Sell |
7,299
-794
| -10% | -$25.3K | 0.01% | 131 |
|
|
2025
Q1 | $303K | Buy |
8,093
+935
| +13% | +$35K | 0.02% | 125 |
|
|
2024
Q4 | $234K | Buy |
7,158
+1,319
| +23% | +$43.2K | 0.01% | 148 |
|
|
2024
Q3 | $228K | Buy |
5,839
+831
| +17% | +$32.5K | 0.01% | 165 |
|
|
2024
Q2 | $237K | Sell |
5,008
-238
| -5% | -$11.3K | 0.02% | 142 |
|
|
2024
Q1 | $263K | Buy |
+5,246
| New | +$263K | 0.02% | 144 |
|