Summit Securities 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	$31.8K	Buy	+1,717	New	+$31.8K	0.01%	500
2023 Q3	–	Sell	-326	Closed	-$4K	–	863
2023 Q2	$4K	Buy	+326	New	+$4K	﹤0.01%	692