Wealth Alliance Advisory Group’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 | $553K | Buy |
17,386
+200
| +1% | +$6.36K | 0.11% | 104 |
|
2025
Q1 | $643K | Hold |
17,186
| – | – | 0.13% | 95 |
|
2024
Q4 | $562K | Sell |
17,186
-9,064
| -35% | -$297K | 0.12% | 101 |
|
2024
Q3 | $1.03M | Sell |
26,250
-1,725
| -6% | -$67.5K | 0.22% | 72 |
|
2024
Q2 | $1.33M | Buy |
27,975
+7,300
| +35% | +$346K | 0.3% | 55 |
|
2024
Q1 | $1.04M | Sell |
20,675
-3,684
| -15% | -$185K | 0.24% | 64 |
|
2023
Q4 | $1.1M | Buy |
24,359
+3,300
| +16% | +$149K | 0.29% | 56 |
|
2023
Q3 | $1M | Sell |
21,059
-553
| -3% | -$26.4K | 0.3% | 59 |
|
2023
Q2 | $1.04M | Buy |
21,612
+4,560
| +27% | +$220K | 0.37% | 52 |
|
2023
Q1 | $863K | Sell |
17,052
-1,025
| -6% | -$51.9K | 0.32% | 53 |
|
2022
Q4 | $1.11M | Buy |
18,077
+3,450
| +24% | +$212K | 0.43% | 41 |
|
2022
Q3 | $880K | Buy |
14,627
+2,700
| +23% | +$162K | 0.39% | 43 |
|
2022
Q2 | $657K | Buy |
11,927
+409
| +4% | +$22.5K | 0.31% | 57 |
|
2022
Q1 | $681K | Hold |
11,518
| – | – | 0.3% | 58 |
|
2021
Q4 | $507K | Sell |
11,518
-1,400
| -11% | -$61.6K | 0.22% | 76 |
|
2021
Q3 | $459K | Hold |
12,918
| – | – | 0.22% | 72 |
|
2021
Q2 | $377K | Hold |
12,918
| – | – | 0.18% | 90 |
|
2021
Q1 | $282K | Buy |
+12,918
| New | +$282K | 0.14% | 111 |
|