Charles Schwab’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 | $7.3M | Buy |
27,211
+3,963
| +17% | +$1.06M | ﹤0.01% | 2160 |
|
|
2025
Q1 | $1.92M | Sell |
23,248
-6,996
| -23% | -$578K | ﹤0.01% | 2632 |
|
|
2024
Q4 | $2.63M | Sell |
30,244
-34,172
| -53% | -$2.97M | ﹤0.01% | 2596 |
|
|
2024
Q3 | $2.57M | Buy |
64,416
+39,126
| +155% | +$1.56M | ﹤0.01% | 2631 |
|
|
2024
Q2 | $766K | Buy |
25,290
+19,435
| +332% | +$589K | ﹤0.01% | 3027 |
|
|
2024
Q1 | $217K | Buy |
+5,855
| New | +$217K | ﹤0.01% | 3225 |
|
|
2022
Q3 | – | Sell |
-25,606
| Closed | -$564K | – | 3516 |
|
|
2022
Q2 | $564K | Sell |
25,606
-883
| -3% | -$19.4K | ﹤0.01% | 3027 |
|
|
2022
Q1 | $6.06M | Buy |
+26,489
| New | +$6.06M | ﹤0.01% | 2184 |
|