Steward Partners Investment Advisory’s Dave Inc DAVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.18K | Hold |
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|
2025
Q2 | $8.32K | Hold |
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|
2025
Q1 | $2.56K | Hold |
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|
2024
Q4 | $2.69K | Sell |
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|
2024
Q3 | $1.52K | Buy |
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|
2024
Q2 | $939 | Hold |
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|
2024
Q1 | $1.15K | Hold |
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|
2023
Q4 | $260 | Hold |
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|
2023
Q3 | $192 | Hold |
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|
2023
Q2 | $165 | Hold |
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|
2023
Q1 | $188 | Hold |
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|
2022
Q4 | $290 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $7K | Buy |
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