HighTower Advisors’s Dave Inc DAVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$792K Buy
2023
Q3
Sell
2023
Q2
$90K Hold
2023
Q1
$103K Buy
2022
Q4
Sell
2022
Q3
$194K Buy