NewEdge Advisors’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 | $735K | Buy |
2,739
+2,646
| +2,845% | +$710K | ﹤0.01% | 1458 |
|
|
2025
Q1 | $7.69K | Sell |
93
-404
| -81% | -$33.4K | ﹤0.01% | 3184 |
|
|
2024
Q4 | $43.2K | Buy |
497
+276
| +125% | +$24K | ﹤0.01% | 2569 |
|
|
2024
Q3 | $8.83K | Buy |
221
+128
| +138% | +$5.12K | ﹤0.01% | 2980 |
|
|
2024
Q2 | $2.82K | Hold |
93
| – | – | ﹤0.01% | 3268 |
|
|
2024
Q1 | $3.45K | Hold |
93
| – | – | ﹤0.01% | 3260 |
|
|
2023
Q4 | $780 | Hold |
93
| – | – | ﹤0.01% | 3493 |
|
|
2023
Q3 | $577 | Hold |
93
| – | – | ﹤0.01% | 3237 |
|
|
2023
Q2 | $496 | Hold |
93
| – | – | ﹤0.01% | 3316 |
|
|
2023
Q1 | $564 | Sell |
93
-1
| -1% | -$6 | ﹤0.01% | 3226 |
|
|
2022
Q4 | $1 | Buy |
+94
| New | +$1 | ﹤0.01% | 3995 |
|