UBS 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 | $210K | Buy |
11,345
+7,145
| +170% | +$132K | ﹤0.01% | 5449 |
|
|
2025
Q1 | $78.6K | Sell |
4,200
-1,776
| -30% | -$33.2K | ﹤0.01% | 5960 |
|
|
2024
Q4 | $117K | Buy |
5,976
+1,450
| +32% | +$28.4K | ﹤0.01% | 5564 |
|
|
2024
Q3 | $88.8K | Buy |
4,526
+1,468
| +48% | +$28.8K | ﹤0.01% | 5255 |
|
|
2024
Q2 | $54.8K | Sell |
3,058
-5,690
| -65% | -$102K | ﹤0.01% | 5478 |
|
|
2024
Q1 | $157K | Sell |
8,748
-869
| -9% | -$15.6K | ﹤0.01% | 4861 |
|
|
2023
Q4 | $166K | Buy |
9,617
+4,775
| +99% | +$82.2K | ﹤0.01% | 4705 |
|
|
2023
Q3 | $54.7K | Sell |
4,842
-157
| -3% | -$1.77K | ﹤0.01% | 5111 |
|
|
2023
Q2 | $57.6K | Buy |
4,999
+18
| +0.4% | +$208 | ﹤0.01% | 5333 |
|
|
2023
Q1 | $45K | Buy |
4,981
+802
| +19% | +$7.24K | ﹤0.01% | 5456 |
|
|
2022
Q4 | $40.3K | Buy |
4,179
+3,624
| +653% | +$35K | ﹤0.01% | 5809 |
|
|
2022
Q3 | $6K | Sell |
555
-596
| -52% | -$6.44K | ﹤0.01% | 7965 |
|
|
2022
Q2 | $13K | Sell |
1,151
-1,167
| -50% | -$13.2K | ﹤0.01% | 6517 |
|
|
2022
Q1 | $25K | Sell |
2,318
-1,487
| -39% | -$16K | ﹤0.01% | 6169 |
|
|
2021
Q4 | $52K | Buy |
3,805
+2,372
| +166% | +$32.4K | ﹤0.01% | 5767 |
|
|
2021
Q3 | $19K | Buy |
1,433
+237
| +20% | +$3.14K | ﹤0.01% | 6088 |
|
|
2021
Q2 | $15K | Sell |
1,196
-1,082
| -47% | -$13.6K | ﹤0.01% | 6553 |
|
|
2021
Q1 | $20K | Buy |
+2,278
| New | +$20K | ﹤0.01% | 6373 |
|
|
2020
Q4 | – | Sell |
-2,852
| Closed | -$14K | – | 7659 |
|
|
2020
Q3 | $14K | Buy |
2,852
+1,635
| +134% | +$8.03K | ﹤0.01% | 5721 |
|
|
2020
Q2 | $5K | Sell |
1,217
-4,486
| -79% | -$18.4K | ﹤0.01% | 6529 |
|
|
2020
Q1 | $43K | Buy |
+5,703
| New | +$43K | ﹤0.01% | 5067 |
|