SEI Investments’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
$19.6M Sell
72,923
-2,102
-3% -$564K 0.02% 711
2025
Q1
$6.2M Buy
75,025
+3,579
+5% +$296K 0.01% 1171
2024
Q4
$6.21M Buy
71,446
+24,935
+54% +$2.17M 0.01% 1194
2024
Q3
$1.86M Buy
+46,511
New +$1.86M ﹤0.01% 1719