TWM
Triton Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
+9,551
| New | +$318K | 0.14% | 84 |
|
|
2024
Q4 | $499K | Sell |
12,376
-406
| -3% | -$16.4K | 0.26% | 42 |
|
|
2024
Q3 | $509K | Sell |
12,782
-236
| -2% | -$9.4K | 0.29% | 40 |
|
|
2024
Q2 | $598K | Buy |
13,018
+4
| +0% | +$184 | 0.35% | 35 |
|
|
2024
Q1 | $677K | Sell |
13,014
-295
| -2% | -$15.3K | 0.47% | 29 |
|
|
2023
Q4 | $609K | Buy |
13,309
+310
| +2% | +$14.2K | 0.4% | 29 |
|
|
2023
Q3 | $617K | Sell |
12,999
-586
| -4% | -$27.8K | 0.41% | 29 |
|
|
2023
Q2 | $675K | Buy |
13,585
+250
| +2% | +$12.4K | 0.38% | 30 |
|
|
2023
Q1 | $658K | Sell |
13,335
-498
| -4% | -$24.6K | 0.4% | 27 |
|
|
2022
Q4 | $888K | Buy |
13,833
+2
| +0% | +$128 | 0.54% | 22 |
|
|
2022
Q3 | $947K | Buy |
13,831
+3
| +0% | +$205 | 0.56% | 23 |
|
|
2022
Q2 | $845K | Sell |
13,828
-1,266
| -8% | -$77.4K | 0.6% | 24 |
|
|
2022
Q1 | $783K | Hold |
15,094
| – | – | 0.41% | 31 |
|
|
2021
Q4 | $783K | Buy |
15,094
+212
| +1% | +$11K | 0.41% | 31 |
|
|
2021
Q3 | $598K | Hold |
14,882
| – | – | 0.29% | 49 |
|
|
2021
Q2 | $423K | Buy |
14,882
+1,585
| +12% | +$45.1K | 0.24% | 69 |
|
|
2021
Q1 | $299K | Buy |
+13,297
| New | +$299K | 0.2% | 77 |
|
|
2020
Q4 | – | Sell |
-10,051
| Closed | -$100K | – | 93 |
|
|
2020
Q3 | $100K | Sell |
10,051
-890
| -8% | -$8.86K | 0.08% | 74 |
|
|
2020
Q2 | $114K | Buy |
+10,941
| New | +$114K | 0.12% | 80 |
|