Transamerica Financial Advisors’s Devon Energy DVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$143K	Buy	2,841 +27	+1%	+$1.16K	0.01%	447
2025 Q4	$103K	Buy	2,814 +799	+40%	+$27.9K	0.01%	453
2025 Q3	$70.6K	Buy	2,015 +419	+26%	+$14.3K	0.01%	442
2025 Q2	$50.7K	Sell	1,596 -71	-4%	-$2.26K	﹤0.01%	307
2025 Q1	$63K	Buy	1,667 +1,494	+864%	+$53K	0.01%	295
2024 Q4	$6K	Buy	173 +152	+724%	+$5.72K	﹤0.01%	349
2024 Q3	$1K	Sell	21 -2,032	-99%	-$89.5K	﹤0.01%	450
2024 Q2	$98K	Hold	2,053	–	–	0.01%	238
2024 Q1	$104K	Buy	2,053 +4	+0.2%	+$178	0.01%	257
2023 Q4	$93K	Sell	2,049 -323	-14%	-$14.8K	0.01%	273
2023 Q3	$114K	Buy	2,372 +140	+6%	+$7.05K	0.02%	243
2023 Q2	$108K	Sell	2,232 -147	-6%	-$7.39K	0.01%	248
2023 Q1	$121K	Buy	2,379 +29	+1%	+$1.65K	0.02%	252
2022 Q4	$145K	Buy	2,350 +337	+17%	+$23K	0.02%	243
2022 Q3	$121K	Buy	2,013 +174	+9%	+$10.8K	0.02%	237
2022 Q2	$102K	Buy	+1,839	New	+$120K	0.01%	245
2019 Q3	–	Sell	-10	Closed	-$1K	–	188
2019 Q2	$1K	Buy	+10	New	+$297	﹤0.01%	428
2019 Q1	–	Sell	-1,116	Closed	-$26K	–	176
2018 Q4	$26K	Sell	1,116 -328	-23%	-$10.1K	0.01%	256
2018 Q3	$58K	Sell	1,444 -65	-4%	-$2.77K	0.01%	224
2018 Q2	$67K	Buy	1,509 +34	+2%	+$1.32K	0.01%	217
2018 Q1	$47K	Buy	+1,475	New	+$54.1K	0.01%	237
2015 Q3	–	Sell	-69	Closed	-$5K	–	847
2015 Q2	$5K	Buy	+69	New	+$4.46K	﹤0.01%	696
2014 Q4	–	Sell	-2,915	Closed	-$199K	–	741
2014 Q3	$199K	Buy	2,915 +168	+6%	+$12.5K	0.02%	254
2014 Q2	$218K	Buy	+2,747	New	+$200K	0.02%	270