Oppenheimer & Co’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
$740K Hold
2,756
0.01% 987
2025
Q1
$228K Sell
2,756
-7,139
-72% -$590K ﹤0.01% 1401
2024
Q4
$860K Buy
+9,895
New +$860K 0.01% 853