State Street’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 | $3.46M | Buy |
186,605
+51,054
| +38% | +$947K | ﹤0.01% | 3093 |
|
|
2025
Q1 | $2.54M | Buy |
135,551
+2,550
| +2% | +$47.7K | ﹤0.01% | 3158 |
|
|
2024
Q4 | $2.6M | Sell |
133,001
-2,676
| -2% | -$52.3K | ﹤0.01% | 3233 |
|
|
2024
Q3 | $2.66M | Sell |
135,677
-24,321
| -15% | -$477K | ﹤0.01% | 3222 |
|
|
2024
Q2 | $2.87M | Sell |
159,998
-10,376
| -6% | -$186K | ﹤0.01% | 3167 |
|
|
2024
Q1 | $3.07M | Sell |
170,374
-1,508
| -0.9% | -$27.1K | ﹤0.01% | 3124 |
|
|
2023
Q4 | $2.96M | Sell |
171,882
-2,255
| -1% | -$38.8K | ﹤0.01% | 3173 |
|
|
2023
Q3 | $1.97M | Sell |
174,137
-3,043
| -2% | -$34.4K | ﹤0.01% | 3347 |
|
|
2023
Q2 | $2.04M | Buy |
177,180
+44,100
| +33% | +$508K | ﹤0.01% | 3406 |
|
|
2023
Q1 | $1.2M | Hold |
133,080
| – | – | ﹤0.01% | 3475 |
|
|
2022
Q4 | $1.28M | Buy |
133,080
+5,712
| +4% | +$55.1K | ﹤0.01% | 3503 |
|
|
2022
Q3 | $1.38M | Buy |
127,368
+912
| +0.7% | +$9.89K | ﹤0.01% | 3520 |
|
|
2022
Q2 | $1.39M | Buy |
126,456
+14,421
| +13% | +$159K | ﹤0.01% | 3568 |
|
|
2022
Q1 | $1.23M | Buy |
112,035
+21,968
| +24% | +$240K | ﹤0.01% | 3740 |
|
|
2021
Q4 | $1.23M | Buy |
90,067
+3,512
| +4% | +$48.1K | ﹤0.01% | 3763 |
|
|
2021
Q3 | $1.14M | Buy |
86,555
+23,799
| +38% | +$313K | ﹤0.01% | 3752 |
|
|
2021
Q2 | $784K | Buy |
+62,756
| New | +$784K | ﹤0.01% | 3711 |
|
|
2020
Q2 | – | Sell |
-118,849
| Closed | -$895K | – | 3863 |
|
|
2020
Q1 | $895K | Buy |
+118,849
| New | +$895K | ﹤0.01% | 3333 |
|