Morgan Stanley’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 | $1.72M | Buy |
92,585
+17,078
| +23% | +$317K | ﹤0.01% | 4800 |
|
|
2025
Q1 | $1.41M | Buy |
75,507
+9,218
| +14% | +$172K | ﹤0.01% | 4815 |
|
|
2024
Q4 | $1.3M | Buy |
66,289
+4,596
| +7% | +$89.9K | ﹤0.01% | 4954 |
|
|
2024
Q3 | $1.21M | Buy |
61,693
+13,046
| +27% | +$256K | ﹤0.01% | 4935 |
|
|
2024
Q2 | $872K | Buy |
48,647
+16,083
| +49% | +$288K | ﹤0.01% | 5041 |
|
|
2024
Q1 | $586K | Sell |
32,564
-40,964
| -56% | -$737K | ﹤0.01% | 5236 |
|
|
2023
Q4 | $1.27M | Buy |
73,528
+48,694
| +196% | +$839K | ﹤0.01% | 5191 |
|
|
2023
Q3 | $281K | Sell |
24,834
-8,512
| -26% | -$96.2K | ﹤0.01% | 5433 |
|
|
2023
Q2 | $384K | Buy |
33,346
+1,887
| +6% | +$21.8K | ﹤0.01% | 5348 |
|
|
2023
Q1 | $284K | Buy |
31,459
+8,388
| +36% | +$75.7K | ﹤0.01% | 5540 |
|
|
2022
Q4 | $223K | Sell |
23,071
-382
| -2% | -$3.69K | ﹤0.01% | 5624 |
|
|
2022
Q3 | $253K | Sell |
23,453
-862
| -4% | -$9.3K | ﹤0.01% | 5613 |
|
|
2022
Q2 | $268K | Buy |
24,315
+166
| +0.7% | +$1.83K | ﹤0.01% | 5747 |
|
|
2022
Q1 | $264K | Buy |
24,149
+6,743
| +39% | +$73.7K | ﹤0.01% | 5772 |
|
|
2021
Q4 | $237K | Buy |
17,406
+441
| +3% | +$6.01K | ﹤0.01% | 5977 |
|
|
2021
Q3 | $223K | Buy |
16,965
+1,378
| +9% | +$18.1K | ﹤0.01% | 5943 |
|
|
2021
Q2 | $194K | Buy |
15,587
+406
| +3% | +$5.05K | ﹤0.01% | 6032 |
|
|
2021
Q1 | $135K | Sell |
15,181
-10,603
| -41% | -$94.3K | ﹤0.01% | 5867 |
|
|
2020
Q4 | $160K | Sell |
25,784
-19,147
| -43% | -$119K | ﹤0.01% | 5703 |
|
|
2020
Q3 | $225K | Buy |
44,931
+9,049
| +25% | +$45.3K | ﹤0.01% | 5048 |
|
|
2020
Q2 | $142K | Buy |
35,882
+22,298
| +164% | +$88.2K | ﹤0.01% | 5234 |
|
|
2020
Q1 | $102K | Buy |
+13,584
| New | +$102K | ﹤0.01% | 5176 |
|