Mather Group’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
$587K Hold
2,187
0.01% 360
2025
Q1
$181K Hold
2,187
﹤0.01% 617
2024
Q4
$190K Hold
2,187
﹤0.01% 582
2024
Q3
$87.4K Buy
+2,187
New +$87.4K ﹤0.01% 765