Visionary 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 | $276K | Sell |
8,664
-290
| -3% | -$9.23K | 0.01% | 476 |
|
|
2025
Q1 | $335K | Sell |
8,954
-615
| -6% | -$23K | 0.02% | 410 |
|
|
2024
Q4 | $313K | Sell |
9,569
-1,858
| -16% | -$60.8K | 0.02% | 432 |
|
|
2024
Q3 | $447K | Sell |
11,427
-292
| -2% | -$11.4K | 0.03% | 356 |
|
|
2024
Q2 | $556K | Sell |
11,719
-465
| -4% | -$22K | 0.04% | 313 |
|
|
2024
Q1 | $611K | Sell |
12,184
-1,847
| -13% | -$92.7K | 0.04% | 294 |
|
|
2023
Q4 | $636K | Sell |
14,031
-2,260
| -14% | -$102K | 0.05% | 279 |
|
|
2023
Q3 | $777K | Sell |
16,291
-295
| -2% | -$14.1K | 0.06% | 237 |
|
|
2023
Q2 | $802K | Sell |
16,586
-1,124
| -6% | -$54.3K | 0.06% | 237 |
|
|
2023
Q1 | $896K | Sell |
17,710
-263
| -1% | -$13.3K | 0.08% | 207 |
|
|
2022
Q4 | $1.11M | Buy |
17,973
+541
| +3% | +$33.3K | 0.1% | 166 |
|
|
2022
Q3 | $1.05M | Sell |
17,432
-5,820
| -25% | -$350K | 0.11% | 163 |
|
|
2022
Q2 | $1.28M | Buy |
23,252
+4,604
| +25% | +$254K | 0.12% | 155 |
|
|
2022
Q1 | $1.1M | Buy |
18,648
+5,461
| +41% | +$323K | 0.09% | 175 |
|
|
2021
Q4 | $581K | Buy |
13,187
+3,423
| +35% | +$151K | 0.05% | 212 |
|
|
2021
Q3 | $347K | Buy |
+9,764
| New | +$347K | 0.04% | 228 |
|