Valeo 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 | $358K | Sell |
11,264
-3,538
| -24% | -$113K | 0.01% | 518 |
|
|
2025
Q1 | $554K | Buy |
14,802
+305
| +2% | +$11.4K | 0.02% | 391 |
|
|
2024
Q4 | $474K | Sell |
14,497
-1,744
| -11% | -$57.1K | 0.01% | 415 |
|
|
2024
Q3 | $635K | Sell |
16,241
-2,650
| -14% | -$104K | 0.02% | 352 |
|
|
2024
Q2 | $895K | Buy |
18,891
+61
| +0.3% | +$2.89K | 0.03% | 258 |
|
|
2024
Q1 | $981K | Sell |
18,830
-2,352
| -11% | -$123K | 0.04% | 242 |
|
|
2023
Q4 | $960K | Sell |
21,182
-5,232
| -20% | -$237K | 0.04% | 229 |
|
|
2023
Q3 | $1.26M | Buy |
26,414
+3,890
| +17% | +$186K | 0.06% | 175 |
|
|
2023
Q2 | $1.09M | Sell |
22,524
-370
| -2% | -$17.9K | 0.05% | 194 |
|
|
2023
Q1 | $1.16M | Buy |
22,894
+8,077
| +55% | +$409K | 0.06% | 192 |
|
|
2022
Q4 | $911K | Buy |
14,817
+1,779
| +14% | +$109K | 0.05% | 200 |
|
|
2022
Q3 | $784K | Buy |
13,038
+4,309
| +49% | +$259K | 0.05% | 197 |
|
|
2022
Q2 | $481K | Buy |
8,729
+2,441
| +39% | +$135K | 0.03% | 257 |
|
|
2022
Q1 | $372K | Buy |
+6,288
| New | +$372K | 0.02% | 376 |
|
|
2021
Q2 | – | Sell |
-193
| Closed | -$4K | – | 779 |
|
|
2021
Q1 | $4K | Buy |
193
+152
| +371% | +$3.15K | ﹤0.01% | 1523 |
|
|
2020
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 1546 |
|
|
2020
Q3 | $0 | Sell |
41
-87
| -68% | – | ﹤0.01% | 1672 |
|
|
2020
Q2 | $1K | Buy |
128
+41
| +47% | +$320 | ﹤0.01% | 1781 |
|
|
2020
Q1 | $1K | Buy |
87
+71
| +444% | +$816 | ﹤0.01% | 1589 |
|
|
2019
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 1637 |
|
|
2019
Q3 | $0 | Sell |
16
-37
| -70% | – | ﹤0.01% | 1567 |
|
|
2019
Q2 | $2K | Sell |
53
-45
| -46% | -$1.7K | ﹤0.01% | 1385 |
|
|
2019
Q1 | $3K | Hold |
98
| – | – | ﹤0.01% | 1273 |
|
|
2018
Q4 | $2K | Sell |
98
-370
| -79% | -$7.55K | ﹤0.01% | 1260 |
|
|
2018
Q3 | $15K | Buy |
468
+415
| +783% | +$13.3K | ﹤0.01% | 840 |
|
|
2018
Q2 | $2K | Sell |
53
-107
| -67% | -$4.04K | ﹤0.01% | 1323 |
|
|
2018
Q1 | $5K | Hold |
160
| – | – | ﹤0.01% | 1121 |
|
|
2017
Q4 | $7K | Hold |
160
| – | – | ﹤0.01% | 900 |
|
|
2017
Q3 | $6K | Buy |
+160
| New | +$6K | ﹤0.01% | 817 |
|