Atlas Capital Advisors’s Dave Inc DAVE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $102K | Hold |
379
| – | – | 0.01% | 534 |
|
2025
Q1 | $31.3K | Hold |
379
| – | – | ﹤0.01% | 686 |
|
2024
Q4 | $32.9K | Hold |
379
| – | – | ﹤0.01% | 665 |
|
2024
Q3 | $15.1K | Hold |
379
| – | – | ﹤0.01% | 697 |
|
2024
Q2 | $11.5K | Hold |
379
| – | – | ﹤0.01% | 726 |
|
2024
Q1 | $14.1K | Hold |
379
| – | – | ﹤0.01% | 692 |
|
2023
Q4 | $3.18K | Buy |
+379
| New | +$3.18K | ﹤0.01% | 809 |
|