U.S. Capital Wealth 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 | $3.8M | Buy |
119,368
+11,586
| +11% | +$369K | 0.11% | 200 |
|
2025
Q1 | $4.03M | Buy |
107,782
+26,232
| +32% | +$981K | 0.12% | 173 |
|
2024
Q4 | $2.67M | Sell |
81,550
-45,590
| -36% | -$1.49M | 0.08% | 249 |
|
2024
Q3 | $4.97M | Sell |
127,140
-28,182
| -18% | -$1.1M | 0.18% | 129 |
|
2024
Q2 | $7.36M | Sell |
155,322
-11,449
| -7% | -$543K | 0.28% | 77 |
|
2024
Q1 | $8.37M | Buy |
166,771
+10,347
| +7% | +$519K | 0.32% | 69 |
|
2023
Q4 | $7.09M | Buy |
156,424
+12,203
| +8% | +$553K | 0.28% | 79 |
|
2023
Q3 | $6.88M | Buy |
144,221
+1,540
| +1% | +$73.5K | 0.31% | 76 |
|
2023
Q2 | $6.9M | Sell |
142,681
-14,489
| -9% | -$700K | 0.33% | 77 |
|
2023
Q1 | $7.95M | Buy |
157,170
+50,841
| +48% | +$2.57M | 0.37% | 59 |
|
2022
Q4 | $6.54M | Buy |
106,329
+1,925
| +2% | +$118K | 0.3% | 72 |
|
2022
Q3 | $6.28M | Buy |
104,404
+5,500
| +6% | +$331K | 0.32% | 71 |
|
2022
Q2 | $5.45M | Sell |
98,904
-8,065
| -8% | -$444K | 0.24% | 85 |
|
2022
Q1 | $6.33M | Buy |
106,969
+2,967
| +3% | +$175K | 0.23% | 92 |
|
2021
Q4 | $4.58M | Buy |
104,002
+3,171
| +3% | +$140K | 0.18% | 126 |
|
2021
Q3 | $3.58M | Buy |
+100,831
| New | +$3.58M | 0.16% | 148 |
|