Wealth Forward LLC’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 | $229K | Hold |
7,204
| – | – | 0.15% | 32 |
|
|
2025
Q1 | $269K | Buy |
7,204
+300
| +4% | +$11.2K | 0.19% | 27 |
|
|
2024
Q4 | $226K | Buy |
6,904
+687
| +11% | +$22.5K | 0.16% | 30 |
|
|
2024
Q3 | $243K | Sell |
6,217
-43
| -0.7% | -$1.68K | 0.17% | 29 |
|
|
2024
Q2 | $297K | Sell |
6,260
-173
| -3% | -$8.2K | 0.23% | 27 |
|
|
2024
Q1 | $323K | Sell |
6,433
-92
| -1% | -$4.62K | 0.25% | 28 |
|
|
2023
Q4 | $296K | Buy |
+6,525
| New | +$296K | 0.25% | 27 |
|