Steward Partners Investment Advisory’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 | $8.32K | Hold |
31
| – | – | ﹤0.01% | 3294 |
|
|
2025
Q1 | $2.56K | Hold |
31
| – | – | ﹤0.01% | 3589 |
|
|
2024
Q4 | $2.7K | Sell |
31
-7
| -18% | -$609 | ﹤0.01% | 3563 |
|
|
2024
Q3 | $1.52K | Buy |
38
+7
| +23% | +$280 | ﹤0.01% | 3485 |
|
|
2024
Q2 | $939 | Hold |
31
| – | – | ﹤0.01% | 3398 |
|
|
2024
Q1 | $1.15K | Hold |
31
| – | – | ﹤0.01% | 3359 |
|
|
2023
Q4 | $260 | Hold |
31
| – | – | ﹤0.01% | 3395 |
|
|
2023
Q3 | $192 | Hold |
31
| – | – | ﹤0.01% | 3296 |
|
|
2023
Q2 | $165 | Hold |
31
| – | – | ﹤0.01% | 3248 |
|
|
2023
Q1 | $188 | Hold |
31
| – | – | ﹤0.01% | 3231 |
|
|
2022
Q4 | $290 | Hold |
31
| – | – | ﹤0.01% | 3233 |
|
|
2022
Q3 | $0 | Hold |
31
| – | – | ﹤0.01% | 3253 |
|
|
2022
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 3102 |
|
|
2022
Q1 | $7K | Buy |
+31
| New | +$7K | ﹤0.01% | 2765 |
|