Allianz Asset Management’s Velocity Financial VEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234M | Buy |
12,637,764
+1,673,958
| +15% | +$31M | 0.28% | 58 |
|
|
2025
Q1 | $205M | Hold |
10,963,806
| – | – | 0.27% | 62 |
|
|
2024
Q4 | $214M | Hold |
10,963,806
| – | – | 0.29% | 58 |
|
|
2024
Q3 | $215M | Hold |
10,963,806
| – | – | 0.3% | 61 |
|
|
2024
Q2 | $197M | Hold |
10,963,806
| – | – | 0.29% | 67 |
|
|
2024
Q1 | $197M | Hold |
10,963,806
| – | – | 0.3% | 64 |
|
|
2023
Q4 | $189M | Hold |
10,963,806
| – | – | 0.31% | 60 |
|
|
2023
Q3 | $124M | Hold |
10,963,806
| – | – | 0.21% | 86 |
|
|
2023
Q2 | $126M | Hold |
10,963,806
| – | – | 0.23% | 89 |
|
|
2023
Q1 | $99M | Hold |
10,963,806
| – | – | 0.18% | 111 |
|
|
2022
Q4 | $106M | Hold |
10,963,806
| – | – | 0.21% | 99 |
|
|
2022
Q3 | $119M | Hold |
10,963,806
| – | – | 0.24% | 82 |
|
|
2022
Q2 | $120M | Hold |
10,963,806
| – | – | 0.11% | 191 |
|
|
2022
Q1 | $120M | Hold |
10,963,806
| – | – | 0.09% | 230 |
|
|
2021
Q4 | $150M | Buy |
10,963,806
+6,493,506
| +145% | +$89M | 0.1% | 214 |
|
|
2021
Q3 | $58.8M | Hold |
4,470,300
| – | – | 0.05% | 386 |
|
|
2021
Q2 | $55.8M | Hold |
4,470,300
| – | – | 0.05% | 356 |
|
|
2021
Q1 | $39.7M | Sell |
4,470,300
-1,673,958
| -27% | -$14.8M | 0.04% | 409 |
|
|
2020
Q4 | $32.8M | Hold |
6,144,258
| – | – | 0.03% | 456 |
|
|
2020
Q3 | $26M | Hold |
6,144,258
| – | – | 0.03% | 476 |
|
|
2020
Q2 | $17.7M | Buy |
6,144,258
+1,673,958
| +37% | +$4.81M | 0.02% | 603 |
|
|
2020
Q1 | $33.7M | Buy |
+4,470,300
| New | +$33.7M | 0.05% | 371 |
|