Osaic Holdings’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
Sell
-4
Closed -$75 7499
2025
Q1
$75 Sell
4
-239
-98% -$4.48K ﹤0.01% 7076
2024
Q4
$4.75K Buy
243
+65
+37% +$1.27K ﹤0.01% 6126
2024
Q3
$3.49K Buy
+178
New +$3.49K ﹤0.01% 6244
2023
Q2
Sell
-600
Closed -$5.42K 7392
2023
Q1
$5.42K Hold
600
﹤0.01% 6228
2022
Q4
$6K Hold
600
﹤0.01% 6199
2022
Q3
$7K Hold
600
﹤0.01% 6187
2022
Q2
$7K Hold
600
﹤0.01% 6303
2022
Q1
$7K Buy
600
+150
+33% +$1.75K ﹤0.01% 6300
2021
Q4
$6K Buy
+450
New +$6K ﹤0.01% 6476