Covestor’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 | $2K | Sell |
99
-23
| -19% | -$465 | ﹤0.01% | 1905 |
|
|
2025
Q1 | $2K | Buy |
122
+6
| +5% | +$98 | ﹤0.01% | 1898 |
|
|
2024
Q4 | $2K | Buy |
116
+94
| +427% | +$1.62K | ﹤0.01% | 1949 |
|
|
2024
Q3 | $0 | Buy |
22
+7
| +47% | – | ﹤0.01% | 2818 |
|
|
2024
Q2 | $0 | Buy |
15
+2
| +15% | – | ﹤0.01% | 2804 |
|
|
2024
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 2803 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | – | – | 2789 |
|
|
2023
Q3 | $0 | Sell |
1
-99
| -99% | – | ﹤0.01% | 2782 |
|
|
2023
Q2 | $1K | Sell |
100
-64
| -39% | -$640 | ﹤0.01% | 2028 |
|
|
2023
Q1 | $1K | Buy |
164
+107
| +188% | +$652 | ﹤0.01% | 1910 |
|
|
2022
Q4 | $1K | Buy |
57
+53
| +1,325% | +$930 | ﹤0.01% | 1951 |
|
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2654 |
|