RhumbLine Advisers’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 | $284K | Buy |
15,317
+2,788
| +22% | +$51.7K | ﹤0.01% | 3018 |
|
2025
Q1 | $234K | Sell |
12,529
-1,306
| -9% | -$24.4K | ﹤0.01% | 3023 |
|
2024
Q4 | $271K | Buy |
13,835
+166
| +1% | +$3.25K | ﹤0.01% | 3054 |
|
2024
Q3 | $268K | Buy |
13,669
+321
| +2% | +$6.3K | ﹤0.01% | 3088 |
|
2024
Q2 | $239K | Buy |
13,348
+547
| +4% | +$9.81K | ﹤0.01% | 3127 |
|
2024
Q1 | $230K | Buy |
12,801
+14
| +0.1% | +$252 | ﹤0.01% | 3104 |
|
2023
Q4 | $220K | Buy |
12,787
+476
| +4% | +$8.2K | ﹤0.01% | 3133 |
|
2023
Q3 | $139K | Buy |
12,311
+525
| +4% | +$5.93K | ﹤0.01% | 3346 |
|
2023
Q2 | $136K | Sell |
11,786
-999
| -8% | -$11.5K | ﹤0.01% | 3411 |
|
2023
Q1 | $115K | Buy |
12,785
+94
| +0.7% | +$846 | ﹤0.01% | 2839 |
|
2022
Q4 | $122K | Buy |
12,691
+248
| +2% | +$2.38K | ﹤0.01% | 2880 |
|
2022
Q3 | $135K | Buy |
12,443
+561
| +5% | +$6.09K | ﹤0.01% | 2966 |
|
2022
Q2 | $131K | Buy |
+11,882
| New | +$131K | ﹤0.01% | 3008 |
|