Wells Fargo’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 | $397K | Buy |
21,388
+1,575
| +8% | +$29.2K | ﹤0.01% | 3945 |
|
2025
Q1 | $371K | Buy |
19,813
+631
| +3% | +$11.8K | ﹤0.01% | 3860 |
|
2024
Q4 | $375K | Buy |
19,182
+7,048
| +58% | +$138K | ﹤0.01% | 3906 |
|
2024
Q3 | $238K | Buy |
12,134
+2,178
| +22% | +$42.7K | ﹤0.01% | 4080 |
|
2024
Q2 | $179K | Buy |
9,956
+562
| +6% | +$10.1K | ﹤0.01% | 4231 |
|
2024
Q1 | $169K | Buy |
9,394
+6,097
| +185% | +$110K | ﹤0.01% | 4206 |
|
2023
Q4 | $56.8K | Buy |
3,297
+533
| +19% | +$9.18K | ﹤0.01% | 4807 |
|
2023
Q3 | $31.2K | Sell |
2,764
-1,251
| -31% | -$14.1K | ﹤0.01% | 5054 |
|
2023
Q2 | $46.3K | Buy |
4,015
+1,801
| +81% | +$20.8K | ﹤0.01% | 5173 |
|
2023
Q1 | $20K | Buy |
2,214
+1,614
| +269% | +$14.6K | ﹤0.01% | 5327 |
|
2022
Q4 | $5.79K | Sell |
600
-106
| -15% | -$1.02K | ﹤0.01% | 5402 |
|
2022
Q3 | $8K | Sell |
706
-89
| -11% | -$1.01K | ﹤0.01% | 5452 |
|
2022
Q2 | $9K | Sell |
795
-5,458
| -87% | -$61.8K | ﹤0.01% | 5513 |
|
2022
Q1 | $69K | Sell |
6,253
-13,136
| -68% | -$145K | ﹤0.01% | 5180 |
|
2021
Q4 | $266K | Sell |
19,389
-5,602
| -22% | -$76.9K | ﹤0.01% | 4761 |
|
2021
Q3 | $329K | Buy |
24,991
+23,706
| +1,845% | +$312K | ﹤0.01% | 4617 |
|
2021
Q2 | $16K | Sell |
1,285
-2,984
| -70% | -$37.2K | ﹤0.01% | 5658 |
|
2021
Q1 | $37K | Sell |
4,269
-8,157
| -66% | -$70.7K | ﹤0.01% | 5598 |
|
2020
Q4 | $77K | Sell |
12,426
-414
| -3% | -$2.57K | ﹤0.01% | 5273 |
|
2020
Q3 | $64K | Buy |
12,840
+91
| +0.7% | +$454 | ﹤0.01% | 5197 |
|
2020
Q2 | $50K | Sell |
12,749
-10,623
| -45% | -$41.7K | ﹤0.01% | 5220 |
|
2020
Q1 | $176K | Buy |
+23,372
| New | +$176K | ﹤0.01% | 4587 |
|