BPCM
Beach Point Capital Management’s Velocity Financial VEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.3M | Sell |
5,300,859
-190,878
| -3% | -$3.54M | 41.03% | 1 |
|
|
2025
Q1 | $103M | Buy |
5,491,737
+221,000
| +4% | +$4.13M | 36.21% | 1 |
|
|
2024
Q4 | $103M | Sell |
5,270,737
-265,429
| -5% | -$5.19M | 10.96% | 1 |
|
|
2024
Q3 | $109M | Hold |
5,536,166
| – | – | 36.56% | 1 |
|
|
2024
Q2 | $99.3M | Buy |
5,536,166
+101,186
| +2% | +$1.81M | 35.15% | 1 |
|
|
2024
Q1 | $97.8M | Buy |
5,434,980
+127,145
| +2% | +$2.29M | 34.21% | 1 |
|
|
2023
Q4 | $91.4M | Buy |
5,307,835
+183,916
| +4% | +$3.17M | 36.45% | 1 |
|
|
2023
Q3 | $57.9M | Buy |
5,123,919
+150,524
| +3% | +$1.7M | 34.22% | 2 |
|
|
2023
Q2 | $57.3M | Buy |
4,973,395
+309,495
| +7% | +$3.57M | 23.87% | 1 |
|
|
2023
Q1 | $42.1M | Buy |
4,663,900
+709,456
| +18% | +$6.41M | 20.28% | 1 |
|
|
2022
Q4 | $38.2M | Buy |
3,954,444
+445,105
| +13% | +$4.3M | 15.51% | 2 |
|
|
2022
Q3 | $38M | Buy |
3,509,339
+232,327
| +7% | +$2.52M | 12.89% | 2 |
|
|
2022
Q2 | $36M | Buy |
3,277,012
+204,845
| +7% | +$2.25M | 7.46% | 5 |
|
|
2022
Q1 | $33.6M | Buy |
3,072,167
+168,791
| +6% | +$1.85M | 5.08% | 6 |
|
|
2021
Q4 | $39.8M | Buy |
2,903,376
+147,061
| +5% | +$2.01M | 6.39% | 5 |
|
|
2021
Q3 | $36.3M | Hold |
2,756,315
| – | – | 6.39% | 5 |
|
|
2021
Q2 | $34.4M | Buy |
2,756,315
+707,570
| +35% | +$8.84M | 5.67% | 5 |
|
|
2021
Q1 | $18.2M | Buy |
2,048,745
+5,099
| +0.2% | +$45.2K | 3.99% | 9 |
|
|
2020
Q4 | $12.7M | Buy |
2,043,646
+49,275
| +2% | +$307K | 4.13% | 9 |
|
|
2020
Q3 | $10M | Buy |
1,994,371
+107,625
| +6% | +$540K | 4.42% | 8 |
|
|
2020
Q2 | $7.45M | Buy |
1,886,746
+1,013,594
| +116% | +$4M | 2.85% | 6 |
|
|
2020
Q1 | $6.58M | Buy |
+873,152
| New | +$6.58M | 6.16% | 4 |
|