Citigroup’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
$1.14M Sell
4,256
-2,031
-32% -$545K ﹤0.01% 2437
2025
Q1
$520K Sell
6,287
-6,449
-51% -$533K ﹤0.01% 2927
2024
Q4
$1.11M Buy
12,736
+6,516
+105% +$566K ﹤0.01% 2536
2024
Q3
$249K Buy
6,220
+4,519
+266% +$181K ﹤0.01% 3436
2024
Q2
$51.5K Sell
1,701
-7,210
-81% -$218K ﹤0.01% 3830
2024
Q1
$331K Buy
+8,911
New +$331K ﹤0.01% 3058
2022
Q2
Sell
-56
Closed -$13K 5440
2022
Q1
$13K Sell
56
-1,113
-95% -$258K ﹤0.01% 4618
2021
Q4
$383K Buy
+1,169
New +$383K ﹤0.01% 3220