O'Shaughnessy Asset Management’s Dave Inc DAVE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$400K Sell
1,490
-2,493
-63% -$669K ﹤0.01% 1503
2025
Q1
$329K Sell
3,983
-371
-9% -$30.7K ﹤0.01% 1533
2024
Q4
$378K Buy
+4,354
New +$378K ﹤0.01% 1413