Simplex Trading’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 | – | Hold |
0
| – | – | – | 2762 |
|
|
2025
Q1 | – | Sell |
-2,944
| Closed | -$255K | – | 2696 |
|
|
2024
Q4 | $255K | Buy |
2,944
+2,477
| +530% | +$215K | ﹤0.01% | 860 |
|
|
2024
Q3 | $18K | Sell |
467
-389
| -45% | -$15K | ﹤0.01% | 1557 |
|
|
2024
Q2 | $25K | Buy |
856
+582
| +212% | +$17K | ﹤0.01% | 1545 |
|
|
2024
Q1 | $10K | Buy |
+274
| New | +$10K | ﹤0.01% | 1846 |
|
|
2023
Q1 | – | Sell |
-176
| Closed | -$1K | – | 2683 |
|
|
2022
Q4 | $1K | Sell |
176
-65
| -27% | -$369 | ﹤0.01% | 2269 |
|
|
2022
Q3 | $2K | Sell |
241
-819
| -77% | -$6.8K | ﹤0.01% | 2366 |
|
|
2022
Q2 | $23K | Buy |
1,060
+588
| +125% | +$12.8K | ﹤0.01% | 1705 |
|
|
2022
Q1 | $107K | Buy |
+472
| New | +$107K | ﹤0.01% | 1379 |
|