Trueblood Wealth Management’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
$380K Buy
11,960
+675
+6% +$21.5K 0.16% 178
2025
Q1
$422K Sell
11,285
-1,793
-14% -$67.1K 0.2% 146
2024
Q4
$428K Hold
13,078
0.21% 150
2024
Q3
$512K Sell
13,078
-1,056
-7% -$41.3K 0.26% 122
2024
Q2
$670K Buy
14,134
+211
+2% +$10K 0.38% 85
2024
Q1
$699K Buy
13,923
+311
+2% +$15.6K 0.4% 82
2023
Q4
$617K Buy
+13,612
New +$617K 0.39% 85