Bank of New York Mellon’s Velocity Financial VEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Buy |
52,650
+6,486
| +14% | +$120K | ﹤0.01% | 3121 |
|
|
2025
Q1 | $864K | Buy |
46,164
+1,425
| +3% | +$26.7K | ﹤0.01% | 3133 |
|
|
2024
Q4 | $875K | Buy |
44,739
+25,435
| +132% | +$498K | ﹤0.01% | 3210 |
|
|
2024
Q3 | $379K | Sell |
19,304
-6,537
| -25% | -$128K | ﹤0.01% | 3643 |
|
|
2024
Q2 | $463K | Buy |
25,841
+2,283
| +10% | +$40.9K | ﹤0.01% | 3613 |
|
|
2024
Q1 | $424K | Sell |
23,558
-8,219
| -26% | -$148K | ﹤0.01% | 3623 |
|
|
2023
Q4 | $547K | Buy |
31,777
+47
| +0.1% | +$809 | ﹤0.01% | 3501 |
|
|
2023
Q3 | $359K | Buy |
31,730
+566
| +2% | +$6.4K | ﹤0.01% | 3724 |
|
|
2023
Q2 | $359K | Buy |
31,164
+5,667
| +22% | +$65.3K | ﹤0.01% | 3752 |
|
|
2023
Q1 | $230K | Buy |
25,497
+476
| +2% | +$4.3K | ﹤0.01% | 3859 |
|
|
2022
Q4 | $241K | Hold |
25,021
| – | – | ﹤0.01% | 3891 |
|
|
2022
Q3 | $272K | Buy |
25,021
+4,207
| +20% | +$45.7K | ﹤0.01% | 3881 |
|
|
2022
Q2 | $229K | Sell |
20,814
-6,817
| -25% | -$75K | ﹤0.01% | 4004 |
|
|
2022
Q1 | $303K | Sell |
27,631
-104
| -0.4% | -$1.14K | ﹤0.01% | 4007 |
|
|
2021
Q4 | $380K | Buy |
27,735
+6,237
| +29% | +$85.5K | ﹤0.01% | 3958 |
|
|
2021
Q3 | $283K | Buy |
21,498
+3,084
| +17% | +$40.6K | ﹤0.01% | 4059 |
|
|
2021
Q2 | $230K | Buy |
+18,414
| New | +$230K | ﹤0.01% | 4047 |
|
|
2020
Q2 | – | Sell |
-21,404
| Closed | -$161K | – | 4153 |
|
|
2020
Q1 | $161K | Buy |
+21,404
| New | +$161K | ﹤0.01% | 3792 |
|