United Capital Financial 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 | $1.11M | Buy |
34,885
+1,380
| +4% | +$43.9K | 0.01% | 556 |
|
2025
Q1 | $1.25M | Buy |
33,505
+7,402
| +28% | +$277K | 0.01% | 520 |
|
2024
Q4 | $854K | Buy |
26,103
+4,567
| +21% | +$149K | 0.01% | 586 |
|
2024
Q3 | $842K | Sell |
21,536
-3,685
| -15% | -$144K | 0.01% | 589 |
|
2024
Q2 | $1.2M | Sell |
25,221
-4,064
| -14% | -$193K | 0.01% | 489 |
|
2024
Q1 | $1.47M | Buy |
29,285
+104
| +0.4% | +$5.22K | 0.01% | 481 |
|
2023
Q4 | $1.32M | Buy |
29,181
+16,522
| +131% | +$748K | 0.01% | 495 |
|
2023
Q3 | $604K | Sell |
12,659
-2,240
| -15% | -$107K | ﹤0.01% | 606 |
|
2023
Q2 | $720K | Sell |
14,899
-959
| -6% | -$46.4K | ﹤0.01% | 620 |
|
2023
Q1 | $803K | Sell |
15,858
-5,275
| -25% | -$267K | ﹤0.01% | 632 |
|
2022
Q4 | $1.3M | Buy |
21,133
+3,630
| +21% | +$223K | 0.01% | 560 |
|
2022
Q3 | $1.05M | Sell |
17,503
-6,202
| -26% | -$373K | 0.01% | 600 |
|
2022
Q2 | $1.31M | Sell |
23,705
-649
| -3% | -$35.8K | 0.01% | 584 |
|
2022
Q1 | $1.44M | Buy |
24,354
+1,681
| +7% | +$99.4K | 0.01% | 592 |
|
2021
Q4 | $999K | Sell |
22,673
-3,026
| -12% | -$133K | ﹤0.01% | 675 |
|
2021
Q3 | $913K | Buy |
25,699
+7,019
| +38% | +$249K | ﹤0.01% | 700 |
|
2021
Q2 | $545K | Buy |
18,680
+2,098
| +13% | +$61.2K | ﹤0.01% | 836 |
|
2021
Q1 | $362K | Buy |
16,582
+4,332
| +35% | +$94.6K | ﹤0.01% | 940 |
|
2020
Q4 | $194K | Sell |
12,250
-2,617
| -18% | -$41.4K | ﹤0.01% | 1128 |
|
2020
Q3 | $141K | Buy |
14,867
+389
| +3% | +$3.69K | ﹤0.01% | 1092 |
|
2020
Q2 | $164K | Sell |
14,478
-3,002
| -17% | -$34K | ﹤0.01% | 1111 |
|
2020
Q1 | $121K | Sell |
17,480
-7,788
| -31% | -$53.9K | ﹤0.01% | 1106 |
|
2019
Q4 | $656K | Buy |
25,268
+5,313
| +27% | +$138K | ﹤0.01% | 909 |
|
2019
Q3 | $480K | Sell |
19,955
-26,312
| -57% | -$633K | ﹤0.01% | 959 |
|
2019
Q2 | $1.32M | Buy |
46,267
+11,931
| +35% | +$340K | 0.01% | 720 |
|
2019
Q1 | $1.08M | Sell |
34,336
-105
| -0.3% | -$3.32K | 0.01% | 755 |
|
2018
Q4 | $776K | Sell |
34,441
-6,849
| -17% | -$154K | 0.01% | 779 |
|
2018
Q3 | $1.65M | Sell |
41,290
-82
| -0.2% | -$3.28K | 0.01% | 651 |
|
2018
Q2 | $1.82M | Sell |
41,372
-25,383
| -38% | -$1.12M | 0.01% | 614 |
|
2018
Q1 | $2.12M | Buy |
66,755
+1,838
| +3% | +$58.4K | 0.02% | 574 |
|
2017
Q4 | $2.69M | Sell |
64,917
-14,943
| -19% | -$619K | 0.02% | 524 |
|
2017
Q3 | $2.93M | Sell |
79,860
-3,503
| -4% | -$129K | 0.02% | 496 |
|
2017
Q2 | $2.67M | Buy |
83,363
+5,375
| +7% | +$172K | 0.02% | 509 |
|
2017
Q1 | $3.25M | Buy |
77,988
+7,793
| +11% | +$325K | 0.03% | 452 |
|
2016
Q4 | $3.21M | Buy |
70,195
+4,512
| +7% | +$206K | 0.03% | 463 |
|
2016
Q3 | $2.9M | Buy |
65,683
+11,632
| +22% | +$513K | 0.03% | 490 |
|
2016
Q2 | $1.95M | Buy |
54,051
+1,013
| +2% | +$36.5K | 0.02% | 558 |
|
2016
Q1 | $1.46M | Buy |
53,038
+20,283
| +62% | +$556K | 0.02% | 605 |
|
2015
Q4 | $1.05M | Sell |
32,755
-5,182
| -14% | -$166K | 0.01% | 684 |
|
2015
Q3 | $1.41M | Sell |
37,937
-4,564
| -11% | -$169K | 0.02% | 606 |
|
2015
Q2 | $2.53M | Buy |
42,501
+3,091
| +8% | +$184K | 0.03% | 529 |
|
2015
Q1 | $2.69M | Sell |
39,410
-822
| -2% | -$56.1K | 0.03% | 494 |
|
2014
Q4 | $2.46M | Buy |
40,232
+6,762
| +20% | +$414K | 0.04% | 415 |
|
2014
Q3 | $2.28M | Buy |
33,470
+54
| +0.2% | +$3.68K | 0.04% | 413 |
|
2014
Q2 | $2.65M | Sell |
33,416
-698
| -2% | -$55.4K | 0.05% | 348 |
|
2014
Q1 | $2.28M | Buy |
34,114
+25,614
| +301% | +$1.71M | 0.05% | 338 |
|
2013
Q4 | $526K | Sell |
8,500
-44,393
| -84% | -$2.75M | 0.02% | 425 |
|
2013
Q3 | $3.06M | Buy |
52,893
+3,368
| +7% | +$195K | 0.1% | 194 |
|
2013
Q2 | $2.57M | Buy |
+49,525
| New | +$2.57M | 0.07% | 276 |
|