SPG
Snow Phipps Group’s Velocity Financial VEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248M | Hold |
13,353,103
| – | – | 82.94% | 1 |
|
|
2025
Q1 | $250M | Buy |
13,353,103
+1,080,338
| +9% | +$20.2M | 84.88% | 1 |
|
|
2024
Q4 | $240M | Hold |
12,272,765
| – | – | 82.96% | 1 |
|
|
2024
Q3 | $241M | Hold |
12,272,765
| – | – | 84.32% | 1 |
|
|
2024
Q2 | $220M | Hold |
12,272,765
| – | – | 84.55% | 1 |
|
|
2024
Q1 | $221M | Hold |
12,272,765
| – | – | 75.94% | 1 |
|
|
2023
Q4 | $211M | Hold |
12,272,765
| – | – | 76.24% | 1 |
|
|
2023
Q3 | $139M | Hold |
12,272,765
| – | – | 66.5% | 1 |
|
|
2023
Q2 | $142M | Hold |
12,272,765
| – | – | 70.27% | 1 |
|
|
2023
Q1 | $111M | Hold |
12,272,765
| – | – | 65.58% | 1 |
|
|
2022
Q4 | $118M | Hold |
12,272,765
| – | – | 71.34% | 1 |
|
|
2022
Q3 | $133M | Hold |
12,272,765
| – | – | 71.84% | 1 |
|
|
2022
Q2 | $135M | Hold |
12,272,765
| – | – | 70.23% | 1 |
|
|
2022
Q1 | $134M | Hold |
12,272,765
| – | – | 69.65% | 1 |
|
|
2021
Q4 | $168M | Buy |
12,272,765
+5,194,804
| +73% | +$71.2M | 73.56% | 1 |
|
|
2021
Q3 | $93.1M | Hold |
7,077,961
| – | – | 72.45% | 1 |
|
|
2021
Q2 | $88.4M | Buy |
+7,077,961
| New | +$88.4M | 74.52% | 1 |
|
|
2020
Q4 | $44.1M | Buy |
+7,077,961
| New | +$44.1M | 68.9% | 1 |
|
|
2020
Q1 | $62.8M | Buy |
+7,077,961
| New | +$62.8M | 68.94% | 1 |
|