Transamerica Financial Advisors’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 | $50.7K | Sell |
1,596
-71
| -4% | -$2.26K | ﹤0.01% | 307 |
|
|
2025
Q1 | $63K | Buy |
1,667
+1,494
| +864% | +$56.5K | 0.01% | 295 |
|
|
2024
Q4 | $6K | Buy |
173
+152
| +724% | +$5.27K | ﹤0.01% | 349 |
|
|
2024
Q3 | $1K | Sell |
21
-2,032
| -99% | -$96.8K | ﹤0.01% | 450 |
|
|
2024
Q2 | $98K | Hold |
2,053
| – | – | 0.01% | 238 |
|
|
2024
Q1 | $104K | Buy |
2,053
+4
| +0.2% | +$203 | 0.01% | 257 |
|
|
2023
Q4 | $93K | Sell |
2,049
-323
| -14% | -$14.7K | 0.01% | 273 |
|
|
2023
Q3 | $114K | Buy |
2,372
+140
| +6% | +$6.73K | 0.02% | 243 |
|
|
2023
Q2 | $108K | Sell |
2,232
-147
| -6% | -$7.11K | 0.01% | 248 |
|
|
2023
Q1 | $121K | Buy |
2,379
+29
| +1% | +$1.48K | 0.02% | 252 |
|
|
2022
Q4 | $145K | Buy |
2,350
+337
| +17% | +$20.8K | 0.02% | 243 |
|
|
2022
Q3 | $121K | Buy |
2,013
+174
| +9% | +$10.5K | 0.02% | 237 |
|
|
2022
Q2 | $102K | Buy |
+1,839
| New | +$102K | 0.01% | 244 |
|
|
2019
Q3 | – | Sell |
-10
| Closed | -$1K | – | 188 |
|
|
2019
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 428 |
|
|
2019
Q1 | – | Sell |
-1,116
| Closed | -$26K | – | 176 |
|
|
2018
Q4 | $26K | Sell |
1,116
-328
| -23% | -$7.64K | 0.01% | 256 |
|
|
2018
Q3 | $58K | Sell |
1,444
-65
| -4% | -$2.61K | 0.01% | 224 |
|
|
2018
Q2 | $67K | Buy |
1,509
+34
| +2% | +$1.51K | 0.01% | 217 |
|
|
2018
Q1 | $47K | Buy |
+1,475
| New | +$47K | 0.01% | 237 |
|
|
2015
Q3 | – | Sell |
-69
| Closed | -$5K | – | 847 |
|
|
2015
Q2 | $5K | Buy |
+69
| New | +$5K | ﹤0.01% | 696 |
|
|
2014
Q4 | – | Sell |
-2,915
| Closed | -$199K | – | 741 |
|
|
2014
Q3 | $199K | Buy |
2,915
+168
| +6% | +$11.5K | 0.02% | 254 |
|
|
2014
Q2 | $218K | Buy |
+2,747
| New | +$218K | 0.02% | 270 |
|