Beach Point Capital Management’s Velocity Financial VEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$119M	Buy	6,558,512 +563,046	+9%	+$10.6M	46.69%	1
2025 Q4	$124M	Buy	5,995,466 +618,015	+11%	+$11.6M	48.15%	1
2025 Q3	$97.5M	Buy	5,377,451 +76,592	+1%	+$1.4M	44.14%	1
2025 Q2	$98.3M	Sell	5,300,859 -190,878	-3%	-$3.34M	41.03%	1
2025 Q1	$103M	Buy	5,491,737 +221,000	+4%	+$4.16M	36.21%	1
2024 Q4	$103M	Sell	5,270,737 -265,429	-5%	-$5.27M	10.96%	2
2024 Q3	$109M	Hold	5,536,166	–	–	36.56%	1
2024 Q2	$99.3M	Buy	5,536,166 +101,186	+2%	+$1.78M	35.15%	1
2024 Q1	$97.8M	Buy	5,434,980 +127,145	+2%	+$2.07M	34.21%	1
2023 Q4	$91.4M	Buy	5,307,835 +183,916	+4%	+$2.49M	36.45%	1
2023 Q3	$57.9M	Buy	5,123,919 +150,524	+3%	+$1.83M	34.22%	2
2023 Q2	$57.3M	Buy	4,973,395 +309,495	+7%	+$2.99M	23.87%	1
2023 Q1	$42.1M	Buy	4,663,900 +709,456	+18%	+$6.77M	20.28%	1
2022 Q4	$38.2M	Buy	3,954,444 +445,105	+13%	+$4.46M	15.51%	2
2022 Q3	$38M	Buy	3,509,339 +232,327	+7%	+$2.66M	12.89%	2
2022 Q2	$36M	Buy	3,277,012 +204,845	+7%	+$2.18M	7.46%	5
2022 Q1	$33.6M	Buy	3,072,167 +168,791	+6%	+$2.08M	5.08%	6
2021 Q4	$39.8M	Buy	2,903,376 +147,061	+5%	+$1.9M	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%	+$7.5M	5.67%	5
2021 Q1	$18.2M	Buy	2,048,745 +5,099	+0.2%	+$39K	3.99%	9
2020 Q4	$12.7M	Buy	2,043,646 +49,275	+2%	+$269K	4.13%	9
2020 Q3	$10M	Buy	1,994,371 +107,625	+6%	+$474K	4.42%	8
2020 Q2	$7.45M	Buy	1,886,746 +1,013,594	+116%	+$3.81M	2.85%	6
2020 Q1	$6.58M	Buy	+873,152	New	+$10.2M	6.16%	4