IEQ Capital’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
$2.19M Buy
8,162
+2,098
+35% +$563K 0.01% 622
2025
Q1
$501K Sell
6,064
-1,541
-20% -$127K ﹤0.01% 976
2024
Q4
$661K Buy
+7,605
New +$661K 0.01% 769