Snow Phipps Group’s Velocity Financial VEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$242M Hold
2025
Q2
$248M Hold
2025
Q1
$250M Buy
2024
Q4
$240M Hold
2024
Q3
$241M Hold
2024
Q2
$220M Hold
2024
Q1
$221M Hold
2023
Q4
$211M Hold
2023
Q3
$139M Hold
2023
Q2
$142M Hold
2023
Q1
$111M Hold
2022
Q4
$118M Hold
2022
Q3
$133M Hold
2022
Q2
$135M Hold
2022
Q1
$134M Hold
2021
Q4
$168M Buy
2021
Q3
$93.1M Hold
2021
Q2
$88.4M Buy
2020
Q4
$44.1M Buy
2020
Q1
$62.8M Buy