Bailard’s Velocity Financial VEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,000
| Closed | -$274K | – | 847 |
|
|
2024
Q4 | $274K | Sell |
14,000
-700
| -5% | -$13.7K | 0.01% | 606 |
|
|
2024
Q3 | $288K | Buy |
+14,700
| New | +$288K | 0.01% | 593 |
|
|
2024
Q2 | – | Sell |
-13,980
| Closed | -$252K | – | 821 |
|
|
2024
Q1 | $252K | Sell |
13,980
-1,200
| -8% | -$21.6K | 0.01% | 622 |
|
|
2023
Q4 | $261K | Buy |
15,180
+100
| +0.7% | +$1.72K | 0.01% | 581 |
|
|
2023
Q3 | $170K | Sell |
15,080
-4,303
| -22% | -$48.6K | 0.01% | 668 |
|
|
2023
Q2 | $223K | Buy |
+19,383
| New | +$223K | 0.01% | 615 |
|