Transcend Capital 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	$235K	Buy	+7,402	New	+$235K	0.02%	531
2023 Q4	–	Sell	-5,181	Closed	-$247K	–	512
2023 Q3	$247K	Hold	5,181	–	–	0.02%	411
2023 Q2	$250K	Hold	5,181	–	–	0.02%	415
2023 Q1	$262K	Buy	+5,181	New	+$262K	0.03%	386