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 |
|