Russell Investments Group’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 | $39.2K | Buy |
2,113
+328
| +18% | +$6.08K | ﹤0.01% | 3036 |
|
2025
Q1 | $33.4K | Buy |
1,785
+1,305
| +272% | +$24.4K | ﹤0.01% | 2997 |
|
2024
Q4 | $9.39K | Buy |
480
+350
| +269% | +$6.85K | ﹤0.01% | 3151 |
|
2024
Q3 | $2.55K | Buy |
+130
| New | +$2.55K | ﹤0.01% | 3336 |
|
2022
Q4 | – | Sell |
-105,720
| Closed | -$1.14M | – | 2971 |
|
2022
Q3 | $1.14M | Sell |
105,720
-22,379
| -17% | -$242K | ﹤0.01% | 1865 |
|
2022
Q2 | $1.41M | Sell |
128,099
-3,518
| -3% | -$38.6K | ﹤0.01% | 1774 |
|
2022
Q1 | $1.44M | Sell |
131,617
-9,163
| -7% | -$100K | ﹤0.01% | 1780 |
|
2021
Q4 | $1.93M | Sell |
140,780
-4,704
| -3% | -$64.4K | ﹤0.01% | 1828 |
|
2021
Q3 | $1.91M | Sell |
145,484
-14,943
| -9% | -$196K | ﹤0.01% | 1854 |
|
2021
Q2 | $2M | Sell |
160,427
-205,903
| -56% | -$2.57M | ﹤0.01% | 1922 |
|
2021
Q1 | $3.25M | Buy |
366,330
+3,767
| +1% | +$33.4K | 0.01% | 1587 |
|
2020
Q4 | $2.26M | Buy |
362,563
+11,557
| +3% | +$71.9K | ﹤0.01% | 1699 |
|
2020
Q3 | $1.76M | Hold |
351,006
| – | – | ﹤0.01% | 1762 |
|
2020
Q2 | $1.39M | Buy |
351,006
+4,727
| +1% | +$18.7K | ﹤0.01% | 1860 |
|
2020
Q1 | $2.61M | Buy |
+346,279
| New | +$2.61M | 0.01% | 1326 |
|