VA
Valmark Advisers’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,253
| Closed | -$383K | – | 641 |
|
|
2025
Q1 | $383K | Sell |
10,253
-300
| -3% | -$11.2K | 0.01% | 468 |
|
|
2024
Q4 | $345K | Buy |
10,553
+5,177
| +96% | +$169K | 0.01% | 482 |
|
|
2024
Q3 | $210K | Hold |
5,376
| – | – | ﹤0.01% | 568 |
|
|
2024
Q2 | $255K | Buy |
5,376
+18
| +0.3% | +$853 | ﹤0.01% | 501 |
|
|
2024
Q1 | $269K | Hold |
5,358
| – | – | ﹤0.01% | 474 |
|
|
2023
Q4 | $243K | Buy |
+5,358
| New | +$243K | ﹤0.01% | 459 |
|