Charles Schwab’s Velocity Financial VEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $535K | Buy |
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|
2024
Q1 | $508K | Hold |
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|
2023
Q4 | $486K | Hold |
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|
2023
Q3 | $319K | Hold |
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|
2023
Q2 | $325K | Hold |
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|
2023
Q1 | $255K | Hold |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $312K | Buy |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $301K | Hold |
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|
2021
Q3 | $289K | Hold |
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|
2021
Q2 | $274K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $118K | Buy |
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