Charles Schwab’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 | $1.84M | Buy |
99,274
+24,139
| +32% | +$448K | ﹤0.01% | 2691 |
|
|
2025
Q1 | $1.41M | Sell |
75,135
-4,746
| -6% | -$88.8K | ﹤0.01% | 2728 |
|
|
2024
Q4 | $1.56M | Buy |
79,881
+376
| +0.5% | +$7.36K | ﹤0.01% | 2751 |
|
|
2024
Q3 | $1.56M | Buy |
79,505
+49,687
| +167% | +$974K | ﹤0.01% | 2781 |
|
|
2024
Q2 | $535K | Buy |
29,818
+1,601
| +6% | +$28.7K | ﹤0.01% | 3167 |
|
|
2024
Q1 | $508K | Hold |
28,217
| – | – | ﹤0.01% | 3026 |
|
|
2023
Q4 | $486K | Hold |
28,217
| – | – | ﹤0.01% | 3080 |
|
|
2023
Q3 | $319K | Hold |
28,217
| – | – | ﹤0.01% | 3200 |
|
|
2023
Q2 | $325K | Hold |
28,217
| – | – | ﹤0.01% | 3205 |
|
|
2023
Q1 | $255K | Hold |
28,217
| – | – | ﹤0.01% | 3118 |
|
|
2022
Q4 | $272K | Hold |
28,217
| – | – | ﹤0.01% | 3135 |
|
|
2022
Q3 | $306K | Sell |
28,217
-86
| -0.3% | -$933 | ﹤0.01% | 3109 |
|
|
2022
Q2 | $312K | Buy |
28,303
+184
| +0.7% | +$2.03K | ﹤0.01% | 3182 |
|
|
2022
Q1 | $308K | Buy |
28,119
+6,192
| +28% | +$67.8K | ﹤0.01% | 3211 |
|
|
2021
Q4 | $301K | Hold |
21,927
| – | – | ﹤0.01% | 3282 |
|
|
2021
Q3 | $289K | Hold |
21,927
| – | – | ﹤0.01% | 3276 |
|
|
2021
Q2 | $274K | Buy |
+21,927
| New | +$274K | ﹤0.01% | 3251 |
|
|
2020
Q2 | – | Sell |
-15,603
| Closed | -$118K | – | 3360 |
|
|
2020
Q1 | $118K | Buy |
+15,603
| New | +$118K | ﹤0.01% | 3093 |
|