TrinityPoint Wealth’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.27M Sell
38,740
-25,226
-39% -$826K 0.18% 132
2024
Q3
$2.5M Buy
63,966
+18,431
+40% +$721K 0.36% 73
2024
Q2
$2.16M Sell
45,535
-332
-0.7% -$15.7K 0.34% 77
2024
Q1
$2.3M Buy
45,867
+208
+0.5% +$10.4K 0.38% 69
2023
Q4
$2.07M Buy
+45,659
New +$2.07M 0.37% 71